WFA
CADE

Wipfli Financial Advisors’s Cadence Bank CADE Stock Holding History

Wipfli Financial Advisors’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
Q3 		$50K Buy
+1,949
New +$50K ﹤0.01% 1073

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wipfli Financial Advisors's CADE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Cadence Bank (CADE) in Q3 2022: 1,949 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #1073 among its holdings.

312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

  • Wipfli Financial Advisors held 1,949 shares of Cadence Bank worth $50K as of Q3 2022.
  • Cadence Bank was a new Wipfli Financial Advisors position in Q3 2022.
  • Cadence Bank made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1073 holding.
  • 312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.