Creative Planning’s Cadence Bancorporation CADE Stock Holding History

Creative Planning’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	-12,646	Closed	-$262K	–	2780
2021 Q1	$262K	Buy	12,646 +500	+4%	+$10.2K	﹤0.01%	1882
2020 Q4	$199K	Sell	12,146 -10,775	-47%	-$143K	﹤0.01%	1906
2020 Q3	$197K	Buy	22,921 +351	+2%	+$3.03K	﹤0.01%	1688
2020 Q2	$200K	Hold	22,570	–	–	﹤0.01%	1534
2020 Q1	$148K	Buy	22,570 +838	+4%	+$11.6K	﹤0.01%	1459
2019 Q4	$394K	Buy	21,732 +6,553	+43%	+$110K	﹤0.01%	1245
2019 Q3	$266K	Sell	15,179 -2,420	-14%	-$41.4K	﹤0.01%	1435
2019 Q2	$366K	Sell	17,599 -2,239	-11%	-$46K	﹤0.01%	1248
2019 Q1	$368K	Buy	+19,838	New	+$377K	﹤0.01%	1214
2017 Q3	–	Sell	-200	Closed	-$4K	–	4773
2017 Q2	$4K	Buy	+200	New	+$4.46K	﹤0.01%	4151

Other funds holding CADE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Creative Planning's CADE Position: Q2 2021 in Review

Creative Planning sold out of Cadence Bancorporation (CADE) in Q2 2021, closing a stake of 12,646 shares — an estimated $262K sold.

Creative Planning first reported a position in CADE in Q2 2017 and held it in 10 quarters. The position peaked at $394K in Q4 2019. 237 funds tracked by Wall St. Rank hold CADE as of Q2 2021.

Creative Planning reported no remaining Cadence Bancorporation position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 12,646 Cadence Bancorporation shares in Q2 2021, an estimated $262K.
Creative Planning first reported a position in Cadence Bancorporation in Q2 2017 and held it in 10 quarters.
Creative Planning's Cadence Bancorporation position peaked at $394K in Q4 2019.
237 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.