U.S. Capital Wealth Advisors’s Cadence Bank CADE Stock Holding History

U.S. Capital 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 Q1	–	Sell	-2,100	Closed	-$51.8K	–	772
2022 Q4	$51.8K	Sell	2,100 -6,674	-76%	-$179K	﹤0.01%	876
2022 Q3	$223K	Sell	8,774 -2,140	-20%	-$55K	0.01%	572
2022 Q2	$256K	Hold	10,914	–	–	0.01%	577
2022 Q1	$319K	Hold	10,914	–	–	0.01%	591
2021 Q4	$325K	Buy	10,914 +2,100	+24%	+$63.4K	0.01%	585
2021 Q3	$262K	Buy	+8,814	New	+$246K	0.01%	632

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

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

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

U.S. Capital Wealth Advisors's CADE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Cadence Bank (CADE) in Q1 2023, closing a stake of 2,100 shares — an estimated $51.8K sold.

U.S. Capital Wealth Advisors first reported a position in CADE in Q3 2021 and held it in 6 quarters. The position peaked at $325K in Q4 2021. 286 funds tracked by Wall St. Rank hold CADE as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Cadence Bank position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 2,100 Cadence Bank shares in Q1 2023, an estimated $51.8K.
U.S. Capital Wealth Advisors first reported a position in Cadence Bank in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Cadence Bank position peaked at $325K in Q4 2021.
286 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.