PWP
CADE

Precedent Wealth Partners’s Cadence Bank CADE Stock Holding History

Precedent Wealth Partners’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
Q1 		– Sell
-7,539
Closed -$223K – 134
2023
Q4 		$223K Buy
+7,539
New +$184K 0.11% 125

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Precedent Wealth Partners's CADE Position: Q1 2024 in Review

Precedent Wealth Partners sold out of Cadence Bank (CADE) in Q1 2024, closing a stake of 7,539 shares — an estimated $223K sold.

Precedent Wealth Partners first reported a position in CADE in Q4 2023 and held it in 1 quarter. The position peaked at $223K in Q4 2023. 282 funds tracked by Wall St. Rank hold CADE as of Q1 2024.

  • Precedent Wealth Partners reported no remaining Cadence Bank position as of Q1 2024 after selling out during the quarter.
  • Precedent Wealth Partners sold 7,539 Cadence Bank shares in Q1 2024, an estimated $223K.
  • Precedent Wealth Partners first reported a position in Cadence Bank in Q4 2023 and held it in 1 quarter.
  • Precedent Wealth Partners's Cadence Bank position peaked at $223K in Q4 2023.
  • 282 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2024.

Based on Precedent Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.