T
CADE

TCWP’s Cadence Bank CADE Stock Holding History

TCWP’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
-148
Closed -$4K – 504
2022
Q1 		$4K Buy
+148
New +$4.62K ﹤0.01% 1098

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

TCWP's CADE Position: Q2 2022 in Review

TCWP sold out of Cadence Bank (CADE) in Q2 2022, closing a stake of 148 shares — an estimated $4K sold.

TCWP first reported a position in CADE in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 321 funds tracked by Wall St. Rank hold CADE as of Q2 2022.

  • TCWP reported no remaining Cadence Bank position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 148 Cadence Bank shares in Q2 2022, an estimated $4K.
  • TCWP first reported a position in Cadence Bank in Q1 2022 and held it in 1 quarter.
  • TCWP's Cadence Bank position peaked at $4K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.