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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return