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Harvest Group Wealth Management’s Cadence Bancorporation CADE Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-114
Closed -$2K – 834
2020
Q4 		$2K Hold
114
– – ﹤0.01% 408
2020
Q3 		$1K Hold
114
– – ﹤0.01% 568
2020
Q2 		$1K Buy
+114
New +$815 ﹤0.01% 460
2019
Q4 		– Sell
-215
Closed -$4K – 1118
2019
Q3 		$4K Buy
+215
New +$3.68K ﹤0.01% 522

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 $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Channing Capital Management
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

Harvest Group Wealth Management's CADE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Cadence Bancorporation (CADE) in Q1 2021, closing a stake of 114 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CADE in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 231 funds tracked by Wall St. Rank hold CADE as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Cadence Bancorporation position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 114 Cadence Bancorporation shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Cadence Bancorporation in Q3 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Cadence Bancorporation position peaked at $4K in Q3 2019.
  • 231 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.