BRWM
CADE

B. Riley Wealth Management’s Cadence Bancorporation CADE Stock Holding History

B. Riley Wealth Management’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
2020
Q4 		– Sell
-15,412
Closed -$132K – 495
2020
Q3 		$132K Buy
+15,412
New +$133K 0.02% 389

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

B. Riley Wealth Management's CADE Position: Q4 2020 in Review

B. Riley Wealth Management sold out of Cadence Bancorporation (CADE) in Q4 2020, closing a stake of 15,412 shares — an estimated $132K sold.

B. Riley Wealth Management first reported a position in CADE in Q3 2020 and held it in 1 quarter. The position peaked at $132K in Q3 2020. 230 funds tracked by Wall St. Rank hold CADE as of Q4 2020.

  • B. Riley Wealth Management reported no remaining Cadence Bancorporation position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 15,412 Cadence Bancorporation shares in Q4 2020, an estimated $132K.
  • B. Riley Wealth Management first reported a position in Cadence Bancorporation in Q3 2020 and held it in 1 quarter.
  • B. Riley Wealth Management's Cadence Bancorporation position peaked at $132K in Q3 2020.
  • 230 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.