Plante Moran Financial Advisors’s Cadence Bank CADE Stock Holding History

Plante Moran Financial Advisors’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
2024 Q3	–	Sell	-794	Closed	-$22.5K	–	881
2024 Q2	$22.5K	Hold	794	–	–	﹤0.01%	461
2024 Q1	$23K	Hold	794	–	–	﹤0.01%	483
2023 Q4	$23.5K	Hold	794	–	–	﹤0.01%	429
2023 Q3	$16.8K	Hold	794	–	–	﹤0.01%	456
2023 Q2	$15.6K	Hold	794	–	–	﹤0.01%	494
2023 Q1	$16.5K	Hold	794	–	–	﹤0.01%	485
2022 Q4	$19.6K	Hold	794	–	–	﹤0.01%	468
2022 Q3	$20K	Hold	794	–	–	﹤0.01%	458
2022 Q2	$19K	Hold	794	–	–	﹤0.01%	473
2022 Q1	$23K	Hold	794	–	–	﹤0.01%	466
2021 Q4	$24K	Buy	+794	New	+$24K	﹤0.01%	508
2016 Q1	–	Sell	-190	Closed	-$5K	–	873
2015 Q4	$5K	Buy	+190	New	+$4.76K	﹤0.01%	714

Other funds holding CADE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SAM

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

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

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

Plante Moran Financial Advisors's CADE Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of Cadence Bank (CADE) in Q3 2024, closing a stake of 794 shares — an estimated $22.5K sold.

Plante Moran Financial Advisors first reported a position in CADE in Q4 2015 and held it in 12 quarters. The position peaked at $24K in Q4 2021. 327 funds tracked by Wall St. Rank hold CADE as of Q3 2024.

Plante Moran Financial Advisors reported no remaining Cadence Bank position as of Q3 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 794 Cadence Bank shares in Q3 2024, an estimated $22.5K.
Plante Moran Financial Advisors first reported a position in Cadence Bank in Q4 2015 and held it in 12 quarters.
Plante Moran Financial Advisors's Cadence Bank position peaked at $24K in Q4 2021.
327 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.