TWP
CADE

TFO Wealth Partners’s Cadence Bank CADE Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-7
Closed -$203 – 165
2024
Q1 		$203 Hold
7
– – ﹤0.01% 485
2023
Q4 		$207 Hold
7
– – ﹤0.01% 630
2023
Q3 		$137 Hold
7
– – ﹤0.01% 926
2023
Q2 		$137 Hold
7
– – ﹤0.01% 598
2023
Q1 		$145 Buy
7
+5
+250% +$124 ﹤0.01% 559
2022
Q4 		$63 Buy
+2
New +$54 ﹤0.01% 836

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

TFO Wealth Partners's CADE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Cadence Bank (CADE) in Q2 2024, closing a stake of 7 shares — an estimated $203 sold.

TFO Wealth Partners first reported a position in CADE in Q4 2022 and held it in 6 quarters. The position peaked at $207 in Q4 2023. 295 funds tracked by Wall St. Rank hold CADE as of Q2 2024.

  • TFO Wealth Partners reported no remaining Cadence Bank position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Cadence Bank shares in Q2 2024, an estimated $203.
  • TFO Wealth Partners first reported a position in Cadence Bank in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Cadence Bank position peaked at $207 in Q4 2023.
  • 295 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.