LW
CADE

Linscomb Wealth’s Cadence Bancorporation CADE Stock Holding History

Linscomb Wealth’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
Q4 		– Sell
-101,816
Closed -$2.24M – 358
2021
Q3 		$2.24M Buy
101,816
+55,153
+118% +$1.13M 0.12% 122
2021
Q2 		$974K Buy
46,663
+11,536
+33% +$253K 0.05% 170
2021
Q1 		$728K Hold
35,127
– – 0.04% 182
2020
Q4 		$577K Sell
35,127
-1,689
-5% -$22.4K 0.03% 190
2020
Q3 		$316K Hold
36,816
– – 0.02% 230
2020
Q2 		$326K Sell
36,816
-16,118
-30% -$115K 0.02% 235
2020
Q1 		$347K Buy
52,934
+12,803
+32% +$177K 0.03% 311
2019
Q4 		$728K Buy
40,131
+2,272
+6% +$38K 0.05% 274
2019
Q3 		$664K Buy
37,859
+24,000
+173% +$411K 0.05% 153
2019
Q2 		$288K Buy
13,859
+1,375
+11% +$28.3K 0.02% 225
2019
Q1 		$232K Sell
12,484
-516
-4% -$9.8K 0.02% 240
2018
Q4 		$218K Buy
13,000
+4,000
+44% +$84.8K 0.02% 239
2018
Q3 		$235K Hold
9,000
– – 0.02% 252
2018
Q2 		$260K Buy
+9,000
New +$262K 0.02% 237

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return
EM
ELCO Management New York $232M AUM 29.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Linscomb Wealth's CADE Position: Q4 2021 in Review

Linscomb Wealth sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 101,816 shares — an estimated $2.24M sold.

Linscomb Wealth first reported a position in CADE in Q2 2018 and held it in 14 quarters. The position peaked at $2.24M in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Linscomb Wealth reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Linscomb Wealth sold 101,816 Cadence Bancorporation shares in Q4 2021, an estimated $2.24M.
  • Linscomb Wealth first reported a position in Cadence Bancorporation in Q2 2018 and held it in 14 quarters.
  • Linscomb Wealth's Cadence Bancorporation position peaked at $2.24M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Linscomb Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.