VAS
CADE

Vestmark Advisory Solutions’s Cadence Bank CADE Stock Holding History

Vestmark Advisory Solutions’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
Q4 		– Sell
-9,960
Closed -$317K – 575
2024
Q3 		$317K Buy
9,960
+477
+5% +$14.8K 0.01% 446
2024
Q2 		$268K Buy
+9,483
New +$267K 0.01% 479

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

Vestmark Advisory Solutions's CADE Position: Q4 2024 in Review

Vestmark Advisory Solutions sold out of Cadence Bank (CADE) in Q4 2024, closing a stake of 9,960 shares — an estimated $317K sold.

Vestmark Advisory Solutions first reported a position in CADE in Q2 2024 and held it in 2 quarters. The position peaked at $317K in Q3 2024. 336 funds tracked by Wall St. Rank hold CADE as of Q4 2024.

  • Vestmark Advisory Solutions reported no remaining Cadence Bank position as of Q4 2024 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 9,960 Cadence Bank shares in Q4 2024, an estimated $317K.
  • Vestmark Advisory Solutions first reported a position in Cadence Bank in Q2 2024 and held it in 2 quarters.
  • Vestmark Advisory Solutions's Cadence Bank position peaked at $317K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2024.

Based on Vestmark Advisory Solutions's 13F filing for Q4 2024, filed 6 Feb 2025.