SS
CADE

Sunbelt Securities’s Cadence Bank CADE Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-1,800
Closed -$35.4K – 1772
2023
Q2 		$35.4K Buy
1,800
+913
+103% +$18K 0.01% 868
2023
Q1 		$18.2K Buy
+887
New +$22.1K ﹤0.01% 984

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sunbelt Securities's CADE Position: Q3 2023 in Review

Sunbelt Securities sold out of Cadence Bank (CADE) in Q3 2023, closing a stake of 1,800 shares — an estimated $35.4K sold.

Sunbelt Securities first reported a position in CADE in Q1 2023 and held it in 2 quarters. The position peaked at $35.4K in Q2 2023. 255 funds tracked by Wall St. Rank hold CADE as of Q3 2023.

  • Sunbelt Securities reported no remaining Cadence Bank position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 1,800 Cadence Bank shares in Q3 2023, an estimated $35.4K.
  • Sunbelt Securities first reported a position in Cadence Bank in Q1 2023 and held it in 2 quarters.
  • Sunbelt Securities's Cadence Bank position peaked at $35.4K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.