Gerber Kawasaki Wealth & Investment Management’s Cadence Bank CADE Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	-14,363	Closed	-$271K	–	139
2020 Q1	$271K	Sell	14,363 -1,800	-11%	-$47.6K	0.08%	103
2019 Q4	$507K	Sell	16,163 -1,900	-11%	-$58.7K	0.13%	76
2019 Q3	$534K	Hold	18,063	–	–	0.15%	75
2019 Q2	$524K	Hold	18,063	–	–	0.15%	72
2019 Q1	$509K	Sell	18,063 -4,300	-19%	-$128K	0.15%	69
2018 Q4	$584K	Buy	+22,363	New	+$650K	0.21%	58

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management's CADE Position: Q2 2020 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Cadence Bank (CADE) in Q2 2020, closing a stake of 14,363 shares — an estimated $271K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CADE in Q4 2018 and held it in 6 quarters. The position peaked at $584K in Q4 2018. 185 funds tracked by Wall St. Rank hold CADE as of Q2 2020.

Gerber Kawasaki Wealth & Investment Management reported no remaining Cadence Bank position as of Q2 2020 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 14,363 Cadence Bank shares in Q2 2020, an estimated $271K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Cadence Bank in Q4 2018 and held it in 6 quarters.
Gerber Kawasaki Wealth & Investment Management's Cadence Bank position peaked at $584K in Q4 2018.
185 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2020.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.