SSG
CADE

Summit Securities Group’s Cadence Bank CADE Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-3,589
Closed -$89K – 857
2022
Q4 		$89K Buy
+3,589
New +$96.3K ﹤0.01% 621

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's CADE Position: Q1 2023 in Review

Summit Securities Group sold out of Cadence Bank (CADE) in Q1 2023, closing a stake of 3,589 shares — an estimated $89K sold.

Summit Securities Group first reported a position in CADE in Q4 2022 and held it in 1 quarter. The position peaked at $89K in Q4 2022. 286 funds tracked by Wall St. Rank hold CADE as of Q1 2023.

  • Summit Securities Group reported no remaining Cadence Bank position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 3,589 Cadence Bank shares in Q1 2023, an estimated $89K.
  • Summit Securities Group first reported a position in Cadence Bank in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's Cadence Bank position peaked at $89K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.