CWP
CADE

Concord Wealth Partners’s Cadence Bank CADE Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-399
Closed -$13K – 1048
2021
Q1 		$13K Buy
+399
New +$12.3K ﹤0.01% 535

Other funds holding CADE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Concord Wealth Partners's CADE Position: Q2 2021 in Review

Concord Wealth Partners sold out of Cadence Bank (CADE) in Q2 2021, closing a stake of 399 shares — an estimated $13K sold.

Concord Wealth Partners first reported a position in CADE in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 221 funds tracked by Wall St. Rank hold CADE as of Q2 2021.

  • Concord Wealth Partners reported no remaining Cadence Bank position as of Q2 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 399 Cadence Bank shares in Q2 2021, an estimated $13K.
  • Concord Wealth Partners first reported a position in Cadence Bank in Q1 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Cadence Bank position peaked at $13K in Q1 2021.
  • 221 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2021.

Based on Concord Wealth Partners's 13F filing for Q2 2021, filed 29 Jul 2021.