AIA
CADE

Avalon Investment & Advisory’s Cadence Bancorporation CADE Stock Holding History

Avalon Investment & Advisory’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
-30,516
Closed -$670K – 354
2021
Q3 		$670K Hold
30,516
– – 0.02% 265
2021
Q2 		$637K Hold
30,516
– – 0.01% 267
2021
Q1 		$633K Hold
30,516
– – 0.01% 268
2020
Q4 		$501K Hold
30,516
– – 0.01% 293
2020
Q3 		$262K Hold
30,516
– – 0.01% 302
2020
Q2 		$270K Hold
30,516
– – 0.01% 276
2020
Q1 		$200K Hold
30,516
– – 0.01% 295
2019
Q4 		$553K Hold
30,516
– – 0.01% 262
2019
Q3 		$535K Hold
30,516
– – 0.01% 256
2019
Q2 		$635K Buy
+30,516
New +$628K 0.01% 264

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return