TCWA
CADE

Turtle Creek Wealth Advisors’s Cadence Bank CADE Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-68
Closed -$2.01K – 289
2023
Q4 		$2.01K Buy
+68
New +$1.66K ﹤0.01% 788

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Turtle Creek Wealth Advisors's CADE Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Cadence Bank (CADE) in Q1 2024, closing a stake of 68 shares — an estimated $2.01K sold.

Turtle Creek Wealth Advisors first reported a position in CADE in Q4 2023 and held it in 1 quarter. The position peaked at $2.01K in Q4 2023. 282 funds tracked by Wall St. Rank hold CADE as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Cadence Bank position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 68 Cadence Bank shares in Q1 2024, an estimated $2.01K.
  • Turtle Creek Wealth Advisors first reported a position in Cadence Bank in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Cadence Bank position peaked at $2.01K in Q4 2023.
  • 282 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.