RBA
CADE

Richard Bernstein Advisors’s Cadence Bank CADE Stock Holding History

Richard Bernstein 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
2022
Q1 		– Sell
-297,159
Closed -$8.85M – 263
2021
Q4 		$8.85M Buy
297,159
+180,199
+154% +$5.44M 0.17% 59
2021
Q3 		$3.48M Buy
116,960
+6,565
+6% +$183K 0.07% 152
2021
Q2 		$3.13M Hold
110,395
– – 0.06% 161
2021
Q1 		$3.58M Buy
+110,395
New +$3.41M 0.08% 141

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Richard Bernstein Advisors's CADE Position: Q1 2022 in Review

Richard Bernstein Advisors sold out of Cadence Bank (CADE) in Q1 2022, closing a stake of 297,159 shares — an estimated $8.85M sold.

Richard Bernstein Advisors first reported a position in CADE in Q1 2021 and held it in 4 quarters. The position peaked at $8.85M in Q4 2021. 312 funds tracked by Wall St. Rank hold CADE as of Q1 2022.

  • Richard Bernstein Advisors reported no remaining Cadence Bank position as of Q1 2022 after selling out during the quarter.
  • Richard Bernstein Advisors sold 297,159 Cadence Bank shares in Q1 2022, an estimated $8.85M.
  • Richard Bernstein Advisors first reported a position in Cadence Bank in Q1 2021 and held it in 4 quarters.
  • Richard Bernstein Advisors's Cadence Bank position peaked at $8.85M in Q4 2021.
  • 312 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2022.

Based on Richard Bernstein Advisors's 13F filing for Q1 2022, filed 12 May 2022.