UFF
CADE

USA Financial Formulas’s Cadence Bank CADE Stock Holding History

USA Financial Formulas’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
-3,065
Closed -$90K – 343
2022
Q1 		$90K Buy
+3,065
New +$95.6K 0.1% 103

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

USA Financial Formulas's CADE Position: Q2 2022 in Review

USA Financial Formulas sold out of Cadence Bank (CADE) in Q2 2022, closing a stake of 3,065 shares — an estimated $90K sold.

USA Financial Formulas first reported a position in CADE in Q1 2022 and held it in 1 quarter. The position peaked at $90K in Q1 2022. 321 funds tracked by Wall St. Rank hold CADE as of Q2 2022.

  • USA Financial Formulas reported no remaining Cadence Bank position as of Q2 2022 after selling out during the quarter.
  • USA Financial Formulas sold 3,065 Cadence Bank shares in Q2 2022, an estimated $90K.
  • USA Financial Formulas first reported a position in Cadence Bank in Q1 2022 and held it in 1 quarter.
  • USA Financial Formulas's Cadence Bank position peaked at $90K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2022.

Based on USA Financial Formulas's 13F filing for Q2 2022, filed 15 Aug 2022.