WSTAM
CADE

Wilbanks Smith & Thomas Asset Management’s Cadence Bank CADE Stock Holding History

Wilbanks Smith & Thomas Asset 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
2022
Q4 		– Sell
-10,850
Closed -$276K – 499
2022
Q3 		$276K Hold
10,850
– – 0.01% 380
2022
Q2 		$255K Hold
10,850
– – 0.01% 406
2022
Q1 		$283K Hold
10,850
– – 0.01% 405
2021
Q4 		$323K Buy
+10,850
New +$328K 0.01% 402

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CADE Position: Q4 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Cadence Bank (CADE) in Q4 2022, closing a stake of 10,850 shares — an estimated $276K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CADE in Q4 2021 and held it in 4 quarters. The position peaked at $323K in Q4 2021. 310 funds tracked by Wall St. Rank hold CADE as of Q4 2022.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Cadence Bank position as of Q4 2022 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 10,850 Cadence Bank shares in Q4 2022, an estimated $276K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Cadence Bank in Q4 2021 and held it in 4 quarters.
  • Wilbanks Smith & Thomas Asset Management's Cadence Bank position peaked at $323K in Q4 2021.
  • 310 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.