RJFSA
CADE

Raymond James Financial Services Advisors’s Cadence Bank CADE Stock Holding History

Raymond James Financial Services 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 		$2.57M Buy
80,842
+10,802
+15% +$335K ﹤0.01% 1600
2024
Q2 		$1.98M Sell
70,040
-7,223
-9% -$203K ﹤0.01% 1673
2024
Q1 		$2.24M Sell
77,263
-34,169
-31% -$950K ﹤0.01% 1585
2023
Q4 		$3.3M Sell
111,432
-14,256
-11% -$348K 0.01% 1305
2023
Q3 		$2.67M Sell
125,688
-24,217
-16% -$546K ﹤0.01% 1340
2023
Q2 		$2.94M Buy
149,905
+3,363
+2% +$66.3K 0.01% 1303
2023
Q1 		$3.04M Sell
146,542
-52,094
-26% -$1.3M 0.01% 1250
2022
Q4 		$4.9M Sell
198,636
-177,671
-47% -$4.77M 0.01% 962
2022
Q3 		$9.56M Sell
376,307
-3,234
-0.9% -$83K 0.02% 641
2022
Q2 		$8.91M Sell
379,541
-740
-0.2% -$19K 0.02% 676
2022
Q1 		$11.1M Buy
380,281
+47,184
+14% +$1.47M 0.02% 645
2021
Q4 		$9.92M Buy
333,097
+238,174
+251% +$7.19M 0.02% 687
2021
Q3 		$2.83M Buy
94,923
+6,793
+8% +$189K 0.01% 1286
2021
Q2 		$2.5M Buy
88,130
+39,144
+80% +$1.19M 0.01% 1351
2021
Q1 		$1.59M Sell
48,986
-8,863
-15% -$273K ﹤0.01% 1536
2020
Q4 		$1.59M Sell
57,849
-65,991
-53% -$1.67M ﹤0.01% 1436
2020
Q3 		$2.4M Buy
123,840
+225
+0.2% +$4.81K 0.01% 1074
2020
Q2 		$2.81M Buy
123,615
+55
+0% +$1.17K 0.01% 966
2020
Q1 		$2.34M Sell
123,560
-1,092
-0.9% -$28.9K 0.01% 820
2019
Q4 		$3.92M Sell
124,652
-467,893
-79% -$14.4M 0.01% 818
2019
Q3 		$17.5M Buy
592,545
+466,719
+371% +$13.3M 0.06% 318
2019
Q2 		$3.65M Buy
125,826
+34
+0% +$986 0.01% 812
2019
Q1 		$3.55M Buy
125,792
+101,824
+425% +$3.02M 0.01% 791
2018
Q4 		$627K Buy
23,968
+2,530
+12% +$73.6K ﹤0.01% 1522
2018
Q3 		$701K Buy
21,438
+1,799
+9% +$61.1K ﹤0.01% 1680
2018
Q2 		$647K Sell
19,639
-5,547
-22% -$186K ﹤0.01% 1696
2018
Q1 		$801K Buy
25,186
+12,203
+94% +$402K ﹤0.01% 1453
2017
Q4 		$408K Sell
12,983
-567
-4% -$18.2K ﹤0.01% 1824
2017
Q3 		$434K Buy
13,550
+910
+7% +$27.2K ﹤0.01% 1800
2017
Q2 		$386K Buy
+12,640
New +$379K ﹤0.01% 1832
2014
Q1 		– Sell
-10,468
Closed -$266K – 522
2013
Q4 		$266K Buy
+10,468
New +$239K 0.02% 491

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Raymond James Financial Services Advisors's CADE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Cadence Bank (CADE) stake by 15% in Q3 2024, buying an estimated $335K and bringing the position to 80,842 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Raymond James Financial Services Advisors first reported a position in CADE in Q4 2013 and has held it in 31 quarters since. The position peaked at $17.5M in Q3 2019. 327 funds tracked by Wall St. Rank hold CADE as of Q3 2024.

  • Raymond James Financial Services Advisors held 80,842 shares of Cadence Bank worth $2.57M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 10,802 Cadence Bank shares in Q3 2024, an estimated $335K.
  • Cadence Bank made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1600 holding.
  • Raymond James Financial Services Advisors first reported a position in Cadence Bank in Q4 2013 and has held it in 31 quarters since.
  • Raymond James Financial Services Advisors's Cadence Bank position peaked at $17.5M in Q3 2019.
  • 327 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.