VCM
CADE

Virtue Capital Management’s Cadence Bank CADE Stock Holding History

Virtue Capital Management’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
Q3 		– Sell
-2,342
Closed -$662K – 278
2024
Q2 		$662K Sell
2,342
-2,313
-50% -$65.1K 0.11% 166
2024
Q1 		$1.42M Buy
4,655
+871
+23% +$24.2K 0.26% 73
2023
Q4 		$958K Buy
+3,784
New +$92.3K 0.19% 96

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

Virtue Capital Management's CADE Position: Q3 2024 in Review

Virtue Capital Management sold out of Cadence Bank (CADE) in Q3 2024, closing a stake of 2,342 shares — an estimated $662K sold.

Virtue Capital Management first reported a position in CADE in Q4 2023 and held it in 3 quarters. The position peaked at $1.42M in Q1 2024. 327 funds tracked by Wall St. Rank hold CADE as of Q3 2024.

  • Virtue Capital Management reported no remaining Cadence Bank position as of Q3 2024 after selling out during the quarter.
  • Virtue Capital Management sold 2,342 Cadence Bank shares in Q3 2024, an estimated $662K.
  • Virtue Capital Management first reported a position in Cadence Bank in Q4 2023 and held it in 3 quarters.
  • Virtue Capital Management's Cadence Bank position peaked at $1.42M in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2024.

Based on Virtue Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.