WRF
CADE

Waddell & Reed Financial’s Cadence Bank CADE Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$21M Buy
+645,211
New +$19.9M 0.04% 361
2017
Q1 		– Sell
-123,300
Closed -$3.83M – 544
2016
Q4 		$3.83M Buy
+123,300
New +$3.3M 0.01% 513

Other funds holding CADE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Waddell & Reed Financial's CADE Position: Q1 2021 in Review

Waddell & Reed Financial opened a new position in Cadence Bank (CADE) in Q1 2021: 645,211 shares worth $21M. The stake represents 0.04% of the portfolio and ranks #361 among its holdings. This is a return to the name: Waddell & Reed Financial previously reported a position in CADE as recently as Q4 2016.

Waddell & Reed Financial first reported a position in CADE in Q4 2016 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold CADE as of Q1 2021.

  • Waddell & Reed Financial held 645,211 shares of Cadence Bank worth $21M as of Q1 2021.
  • Cadence Bank was a new Waddell & Reed Financial position in Q1 2021.
  • Cadence Bank made up 0.04% of Waddell & Reed Financial's portfolio in Q1 2021, its #361 holding.
  • Waddell & Reed Financial first reported a position in Cadence Bank in Q4 2016 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.