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 $581M AUM 8.55% 1-Year Est. Return
EM
ELCO Management New York $232M AUM 29.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Avalon Investment & Advisory's CADE Position: Q4 2021 in Review

Avalon Investment & Advisory sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 30,516 shares — an estimated $670K sold.

Avalon Investment & Advisory first reported a position in CADE in Q2 2019 and held it in 10 quarters. The position peaked at $670K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Avalon Investment & Advisory reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 30,516 Cadence Bancorporation shares in Q4 2021, an estimated $670K.
  • Avalon Investment & Advisory first reported a position in Cadence Bancorporation in Q2 2019 and held it in 10 quarters.
  • Avalon Investment & Advisory's Cadence Bancorporation position peaked at $670K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Avalon Investment & Advisory's 13F filing for Q4 2021, filed 14 Feb 2022.