GWS
CADE

Glassman Wealth Services’s Cadence Bancorporation CADE Stock Holding History

Glassman Wealth Services’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
Q3 		– Sell
-73
Closed -$2K – 1925
2021
Q2 		$2K Hold
73
– – ﹤0.01% 1218
2021
Q1 		$2K Hold
73
– – ﹤0.01% 1179
2020
Q4 		$1K Hold
73
– – ﹤0.01% 1328
2020
Q3 		$1K Hold
73
– – ﹤0.01% 1302
2020
Q2 		$1K Sell
73
-25
-26% -$179 ﹤0.01% 1186
2020
Q1 		$1K Buy
+98
New +$1.35K ﹤0.01% 1082
2019
Q3 		– Sell
-28
Closed -$1K – 1589
2019
Q2 		$1K Buy
28
+3
+12% +$62 ﹤0.01% 1032
2019
Q1 		$0 Buy
+25
New +$475 ﹤0.01% 1312

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 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
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's CADE Position: Q3 2021 in Review

Glassman Wealth Services sold out of Cadence Bancorporation (CADE) in Q3 2021, closing a stake of 73 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in CADE in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q2 2021. 235 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

  • Glassman Wealth Services reported no remaining Cadence Bancorporation position as of Q3 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 73 Cadence Bancorporation shares in Q3 2021, an estimated $2K.
  • Glassman Wealth Services first reported a position in Cadence Bancorporation in Q1 2019 and held it in 8 quarters.
  • Glassman Wealth Services's Cadence Bancorporation position peaked at $2K in Q2 2021.
  • 235 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q3 2021.

Based on Glassman Wealth Services's 13F filing for Q3 2021, filed 10 Nov 2021.