Pictet Asset Management (Switzerland)’s Cadence Bank CADE Stock Holding History

Pictet Asset Management (Switzerland)’s Portfolio CADE Stock Details CADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$367K	Sell	18,698 -2,632	-12%	-$51.9K	﹤0.01%	1402
2023 Q1	$443K	Hold	21,330	–	–	﹤0.01%	1304
2022 Q4	$526K	Buy	21,330 +8,840	+71%	+$237K	﹤0.01%	1221
2022 Q3	$317K	Hold	12,490	–	–	﹤0.01%	1220
2022 Q2	$293K	Hold	12,490	–	–	﹤0.01%	1281
2022 Q1	$365K	Hold	12,490	–	–	﹤0.01%	1260
2021 Q4	$372K	Buy	+12,490	New	+$377K	﹤0.01%	1299

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s CADE Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Cadence Bank (CADE) stake by 12% in Q2 2023, selling an estimated $51.9K and leaving 18,698 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Pictet Asset Management (Switzerland) first reported a position in CADE in Q4 2021 and has held it in 7 quarters since. The position peaked at $526K in Q4 2022. 266 funds tracked by Wall St. Rank hold CADE as of Q2 2023.

Pictet Asset Management (Switzerland) held 18,698 shares of Cadence Bank worth $367K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 2,632 Cadence Bank shares in Q2 2023, an estimated $51.9K.
Cadence Bank made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1402 holding.
Pictet Asset Management (Switzerland) first reported a position in Cadence Bank in Q4 2021 and has held it in 7 quarters since.
Pictet Asset Management (Switzerland)'s Cadence Bank position peaked at $526K in Q4 2022.
266 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.