TCI Wealth Advisors’s Cadence Bank CADE Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-288	Closed	-$5.98K	–	513
2023 Q1	$5.98K	Sell	288 -682	-70%	-$17K	﹤0.01%	1406
2022 Q4	$23.9K	Hold	970	–	–	﹤0.01%	616
2022 Q3	$25K	Buy	970 +79	+9%	+$2.03K	﹤0.01%	562
2022 Q2	$21K	Buy	891 +120	+16%	+$3.09K	﹤0.01%	620
2022 Q1	$22K	Hold	771	–	–	﹤0.01%	648
2021 Q4	$23K	Buy	+771	New	+$23.3K	﹤0.01%	643
2021 Q3	–	Sell	-185	Closed	-$5K	–	2390
2021 Q2	$5K	Buy	185 +92	+99%	+$2.79K	﹤0.01%	1410
2021 Q1	$3K	Buy	+93	New	+$2.87K	﹤0.01%	1496

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

TCI Wealth Advisors's CADE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Cadence Bank (CADE) in Q2 2023, closing a stake of 288 shares — an estimated $5.98K sold.

TCI Wealth Advisors first reported a position in CADE in Q1 2021 and held it in 8 quarters. The position peaked at $25K in Q3 2022. 265 funds tracked by Wall St. Rank hold CADE as of Q2 2023.

TCI Wealth Advisors reported no remaining Cadence Bank position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 288 Cadence Bank shares in Q2 2023, an estimated $5.98K.
TCI Wealth Advisors first reported a position in Cadence Bank in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Cadence Bank position peaked at $25K in Q3 2022.
265 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.