AssetMark Inc’s Cadence Bancorporation CADE Stock Holding History

AssetMark Inc’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 Q4	–	Sell	-714	Closed	-$16K	–	1684
2021 Q3	$16K	Buy	714 +14	+2%	+$286	﹤0.01%	984
2021 Q2	$15K	Buy	+700	New	+$15.3K	﹤0.01%	943

Other funds holding CADE

GFI

Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return

ELCO Management New York $208M AUM 23.85% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

AssetMark Inc's CADE Position: Q4 2021 in Review

AssetMark Inc sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 714 shares — an estimated $16K sold.

AssetMark Inc first reported a position in CADE in Q2 2021 and held it in 2 quarters. The position peaked at $16K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

AssetMark Inc reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
AssetMark Inc sold 714 Cadence Bancorporation shares in Q4 2021, an estimated $16K.
AssetMark Inc first reported a position in Cadence Bancorporation in Q2 2021 and held it in 2 quarters.
AssetMark Inc's Cadence Bancorporation position peaked at $16K in Q3 2021.
4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on AssetMark Inc's 13F filing for Q4 2021, filed 14 Feb 2022.