CAPTRUST Financial Advisors
CADE

CAPTRUST Financial Advisors’s Cadence Bancorporation CADE Stock Holding History

CAPTRUST Financial 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
Q3 		– Sell
-15,114
Closed -$316K – 4970
2021
Q2 		$316K Sell
15,114
-1,444
-9% -$31.6K ﹤0.01% 1244
2021
Q1 		$343K Buy
16,558
+14,388
+663% +$293K ﹤0.01% 1159
2020
Q4 		$36K Buy
2,170
+1,987
+1,086% +$26.3K ﹤0.01% 1985
2020
Q3 		$2K Buy
+183
New +$1.58K ﹤0.01% 2850
2019
Q4 		– Sell
-530
Closed -$9K – 2101
2019
Q3 		$9K Sell
530
-271
-34% -$4.64K ﹤0.01% 1550
2019
Q2 		$17K Sell
801
-237
-23% -$4.87K ﹤0.01% 1341
2019
Q1 		$19K Buy
1,038
+440
+74% +$8.36K ﹤0.01% 1185
2018
Q4 		$10K Sell
598
-795
-57% -$16.9K ﹤0.01% 1236
2018
Q3 		$36K Buy
+1,393
New +$39.1K ﹤0.01% 839

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
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
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors's CADE Position: Q3 2021 in Review

CAPTRUST Financial Advisors sold out of Cadence Bancorporation (CADE) in Q3 2021, closing a stake of 15,114 shares — an estimated $316K sold.

CAPTRUST Financial Advisors first reported a position in CADE in Q3 2018 and held it in 9 quarters. The position peaked at $343K in Q1 2021. 235 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

  • CAPTRUST Financial Advisors reported no remaining Cadence Bancorporation position as of Q3 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 15,114 Cadence Bancorporation shares in Q3 2021, an estimated $316K.
  • CAPTRUST Financial Advisors first reported a position in Cadence Bancorporation in Q3 2018 and held it in 9 quarters.
  • CAPTRUST Financial Advisors's Cadence Bancorporation position peaked at $343K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q3 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.