GWAG
CADE

Garrett Wealth Advisory Group’s Cadence Bancorporation CADE Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-73
Closed -$1.28K – 770
2019
Q3 		$1.28K Buy
+73
New +$1.25K ﹤0.01% 668

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Garrett Wealth Advisory Group's CADE Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Cadence Bancorporation (CADE) in Q4 2019, closing a stake of 73 shares — an estimated $1.28K sold.

Garrett Wealth Advisory Group first reported a position in CADE in Q3 2019 and held it in 1 quarter. The position peaked at $1.28K in Q3 2019. 232 funds tracked by Wall St. Rank hold CADE as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Cadence Bancorporation position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 73 Cadence Bancorporation shares in Q4 2019, an estimated $1.28K.
  • Garrett Wealth Advisory Group first reported a position in Cadence Bancorporation in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Cadence Bancorporation position peaked at $1.28K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.