LWCFA
CADE

Loring Wolcott & Coolidge Fiduciary Advisors’s Cadence Bank CADE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-267
Closed -$8K – 780
2021
Q2 		$8K Buy
+267
New +$8.1K ﹤0.01% 664
2021
Q1 		– Sell
-267
Closed -$7K – 367
2020
Q4 		$7K Buy
+267
New +$6.75K ﹤0.01% 629

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CADE Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Cadence Bank (CADE) in Q3 2021, closing a stake of 267 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CADE in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 219 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Cadence Bank position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 267 Cadence Bank shares in Q3 2021, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cadence Bank in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Cadence Bank position peaked at $8K in Q2 2021.
  • 219 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.