FWP
CADE

Firethorn Wealth Partners’s Cadence Bancorporation CADE Stock Holding History

Firethorn 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 		$388K Sell
18,604
-427
-2% -$9.36K 0.32% 73
2021
Q1 		$395K Buy
19,031
+83
+0.4% +$1.69K 0.37% 69
2020
Q4 		$311K Buy
+18,948
New +$251K 0.34% 70

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Firethorn Wealth Partners reduced its Cadence Bancorporation (CADE) stake by 2.2% in Q2 2021, selling an estimated $9.36K and leaving 18,604 shares worth $388K. The position accounts for 0.32% of the portfolio, ranked #73.

Firethorn Wealth Partners first reported a position in CADE in Q4 2020 and has held it in 3 quarters since. The position peaked at $395K in Q1 2021. 237 funds tracked by Wall St. Rank hold CADE as of Q2 2021.

  • Firethorn Wealth Partners held 18,604 shares of Cadence Bancorporation worth $388K as of Q2 2021.
  • Firethorn Wealth Partners sold 427 Cadence Bancorporation shares in Q2 2021, an estimated $9.36K.
  • Cadence Bancorporation made up 0.32% of Firethorn Wealth Partners's portfolio in Q2 2021, its #73 holding.
  • Firethorn Wealth Partners first reported a position in Cadence Bancorporation in Q4 2020 and has held it in 3 quarters since.
  • Firethorn Wealth Partners's Cadence Bancorporation position peaked at $395K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q2 2021.

Based on Firethorn Wealth Partners's 13F filing for Q2 2021, filed 20 Jul 2021.