Engrave Wealth Partners’s Cadence Bancorporation CADE Stock Holding History

Engrave 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
2020 Q2	–	Sell	-50	Closed	–	–	515
2020 Q1	$0	Buy	+50	New	+$690	﹤0.01%	494

Other funds holding CADE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Engrave Wealth Partners's CADE Position: Q2 2020 in Review

Engrave Wealth Partners sold out of Cadence Bancorporation (CADE) in Q2 2020, closing a stake of 50 shares.

Engrave Wealth Partners first reported a position in CADE in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 213 funds tracked by Wall St. Rank hold CADE as of Q2 2020.

Engrave Wealth Partners reported no remaining Cadence Bancorporation position as of Q2 2020 after selling out during the quarter.
Engrave Wealth Partners sold 50 Cadence Bancorporation shares in Q2 2020.
Engrave Wealth Partners first reported a position in Cadence Bancorporation in Q1 2020 and held it in 1 quarter.
Engrave Wealth Partners's Cadence Bancorporation position peaked at $0 in Q1 2020.
213 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.