Number of Shares
6,548.00
Current Holdings Value*
$191,590.00
% of Portfolio
2.59%
Total Estimate Gain
$6,012.51
% of Total Estimate Gain
1.51%

CHANNING INTRINSIC VALUE SMALL-CAP FUND's Cadence Bank Holding Summary

As of 2025-04-30, VALUED ADVISERS TRUST held 6,548.00 shares of Cadence Bank(CADE), totaling $191,590.00. This investment constitutes 2.59% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Cadence Bank(CADE) stock.

The initial trade took place in 2021Q4. And since then CHANNING INTRINSIC VALUE SMALL-CAP FUND has made 4 purchases of CADE, at an average price of $30.08, for a total of 13,259.00 shares. In addition, there have been 2 sales at an average price of $26.28 for 6,711.00 shares. Based on historical transaction data and CADE's current price of $34.89, CHANNING INTRINSIC VALUE SMALL-CAP FUND's estimated gain on his CADE holdings is $6,012.51, reflecting a 1.51% gain to date.

CHANNING INTRINSIC VALUE SMALL-CAP FUND CADE ($34.89) Holding Chart

CHANNING INTRINSIC VALUE SMALL-CAP FUND CADE ($34.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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