WMP
CADE

Wealth Management Partners’s Cadence Bank CADE Stock Holding History

Wealth Management Partners’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
Q4 		– Sell
-10,000
Closed -$251K – 98
2022
Q3 		$251K Hold
10,000
– – 0.22% 80
2022
Q2 		$228K Buy
+10,000
New +$257K 0.2% 88

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wealth Management Partners's CADE Position: Q4 2022 in Review

Wealth Management Partners sold out of Cadence Bank (CADE) in Q4 2022, closing a stake of 10,000 shares — an estimated $251K sold.

Wealth Management Partners first reported a position in CADE in Q2 2022 and held it in 2 quarters. The position peaked at $251K in Q3 2022. 309 funds tracked by Wall St. Rank hold CADE as of Q4 2022.

  • Wealth Management Partners reported no remaining Cadence Bank position as of Q4 2022 after selling out during the quarter.
  • Wealth Management Partners sold 10,000 Cadence Bank shares in Q4 2022, an estimated $251K.
  • Wealth Management Partners first reported a position in Cadence Bank in Q2 2022 and held it in 2 quarters.
  • Wealth Management Partners's Cadence Bank position peaked at $251K in Q3 2022.
  • 309 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2022.

Based on Wealth Management Partners's 13F filing for Q4 2022, filed 20 Jan 2023.