HGWM
CADE

Harvest Group Wealth Management’s Cadence Bank 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
2020
Q1 		– Sell
-54
Closed -$1.43K – 553
2019
Q4 		$1K Hold
54
– – ﹤0.01% 732
2019
Q3 		$2K Buy
+54
New +$1.54K ﹤0.01% 650

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Harvest Group Wealth Management's CADE Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Cadence Bank (CADE) in Q1 2020, closing a stake of 54 shares — an estimated $1.43K sold.

Harvest Group Wealth Management first reported a position in CADE in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 195 funds tracked by Wall St. Rank hold CADE as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Cadence Bank position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 54 Cadence Bank shares in Q1 2020, an estimated $1.43K.
  • Harvest Group Wealth Management first reported a position in Cadence Bank in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Cadence Bank position peaked at $2K in Q3 2019.
  • 195 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.