BIA
CADE

Bell Investment Advisors’s Cadence Bancorporation CADE Stock Holding History

Bell Investment Advisors’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
-25
Closed -$1K – 2021
2021
Q3 		$1K Buy
+25
New +$510 ﹤0.01% 1704

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

Bell Investment Advisors's CADE Position: Q4 2021 in Review

Bell Investment Advisors sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Bell Investment Advisors first reported a position in CADE in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Bell Investment Advisors reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Bell Investment Advisors sold 25 Cadence Bancorporation shares in Q4 2021, an estimated $1K.
  • Bell Investment Advisors first reported a position in Cadence Bancorporation in Q3 2021 and held it in 1 quarter.
  • Bell Investment Advisors's Cadence Bancorporation position peaked at $1K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Bell Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.