Truist Financial’s Cadence Bank CADE Stock Holding History

Truist Financial’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	-21,569	Closed	-$631K	–	2641
2022 Q1	$631K	Sell	21,569 -7,060	-25%	-$220K	﹤0.01%	1868
2021 Q4	$852K	Buy	28,629 +13,332	+87%	+$403K	﹤0.01%	1723
2021 Q3	$455K	Buy	+15,297	New	+$427K	﹤0.01%	2062
2020 Q3	–	Sell	-1,615	Closed	-$37K	–	2450
2020 Q2	$37K	Sell	1,615 -21,629	-93%	-$459K	﹤0.01%	2347
2020 Q1	$440K	Buy	+23,244	New	+$614K	﹤0.01%	1630

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Truist Financial's CADE Position: Q2 2022 in Review

Truist Financial sold out of Cadence Bank (CADE) in Q2 2022, closing a stake of 21,569 shares — an estimated $631K sold.

Truist Financial first reported a position in CADE in Q1 2020 and held it in 5 quarters. The position peaked at $852K in Q4 2021. 321 funds tracked by Wall St. Rank hold CADE as of Q2 2022.

Truist Financial reported no remaining Cadence Bank position as of Q2 2022 after selling out during the quarter.
Truist Financial sold 21,569 Cadence Bank shares in Q2 2022, an estimated $631K.
Truist Financial first reported a position in Cadence Bank in Q1 2020 and held it in 5 quarters.
Truist Financial's Cadence Bank position peaked at $852K in Q4 2021.
321 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.