TFO
CADE

Tarbox Family Office’s Cadence Bank CADE Stock Holding History

Tarbox Family Office’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
Q2 		– Sell
-238
Closed -$7K – 247
2022
Q1 		$7K Hold
238
– – ﹤0.01% 430
2021
Q4 		$7K Buy
+238
New +$7.19K ﹤0.01% 509

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tarbox Family Office's CADE Position: Q2 2022 in Review

Tarbox Family Office sold out of Cadence Bank (CADE) in Q2 2022, closing a stake of 238 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in CADE in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 321 funds tracked by Wall St. Rank hold CADE as of Q2 2022.

  • Tarbox Family Office reported no remaining Cadence Bank position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 238 Cadence Bank shares in Q2 2022, an estimated $7K.
  • Tarbox Family Office first reported a position in Cadence Bank in Q4 2021 and held it in 2 quarters.
  • Tarbox Family Office's Cadence Bank position peaked at $7K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.