AW
CADE

ACG Wealth’s Cadence Bancorporation CADE Stock Holding History

ACG Wealth’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
Q2 		– Sell
-10,000
Closed -$207K – 346
2021
Q1 		$207K Hold
10,000
– – 0.03% 299
2020
Q4 		$164K Hold
10,000
– – 0.02% 303
2020
Q3 		$86K Hold
10,000
– – 0.01% 284
2020
Q2 		$89K Hold
10,000
– – 0.01% 266
2020
Q1 		$66K Buy
+10,000
New +$138K 0.01% 282

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

ACG Wealth's CADE Position: Q2 2021 in Review

ACG Wealth sold out of Cadence Bancorporation (CADE) in Q2 2021, closing a stake of 10,000 shares — an estimated $207K sold.

ACG Wealth first reported a position in CADE in Q1 2020 and held it in 5 quarters. The position peaked at $207K in Q1 2021. 237 funds tracked by Wall St. Rank hold CADE as of Q2 2021.

  • ACG Wealth reported no remaining Cadence Bancorporation position as of Q2 2021 after selling out during the quarter.
  • ACG Wealth sold 10,000 Cadence Bancorporation shares in Q2 2021, an estimated $207K.
  • ACG Wealth first reported a position in Cadence Bancorporation in Q1 2020 and held it in 5 quarters.
  • ACG Wealth's Cadence Bancorporation position peaked at $207K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q2 2021.

Based on ACG Wealth's 13F filing for Q2 2021, filed 6 Aug 2021.