LPL Financial
CADE

LPL Financial’s Cadence Bancorporation CADE Stock Holding History

LPL Financial’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
-43,818
Closed -$962K – 4559
2021
Q3 		$962K Buy
43,818
+152
+0.3% +$3.1K ﹤0.01% 2644
2021
Q2 		$912K Buy
43,666
+20,857
+91% +$457K ﹤0.01% 2647
2021
Q1 		$473K Buy
22,809
+547
+2% +$11.1K ﹤0.01% 3069
2020
Q4 		$366K Sell
22,262
-3,023
-12% -$40.1K ﹤0.01% 3043
2020
Q3 		$217K Buy
25,285
+4,974
+24% +$43K ﹤0.01% 3146
2020
Q2 		$180K Buy
+20,311
New +$145K ﹤0.01% 3153
2020
Q1 		– Sell
-39,790
Closed -$721K – 3528
2019
Q4 		$721K Sell
39,790
-1,756
-4% -$29.3K ﹤0.01% 2081
2019
Q3 		$729K Sell
41,546
-5,508
-12% -$94.3K ﹤0.01% 1965
2019
Q2 		$979K Sell
47,054
-5,985
-11% -$123K ﹤0.01% 1737
2019
Q1 		$984K Buy
53,039
+15,686
+42% +$298K ﹤0.01% 1661
2018
Q4 		$627K Buy
37,353
+7,832
+27% +$166K ﹤0.01% 1867
2018
Q3 		$771K Buy
29,521
+7,736
+36% +$217K ﹤0.01% 1883
2018
Q2 		$629K Buy
21,785
+3,543
+19% +$103K ﹤0.01% 1990
2018
Q1 		$497K Buy
18,242
+1,240
+7% +$34.5K ﹤0.01% 2152
2017
Q4 		$461K Buy
17,002
+531
+3% +$12.8K ﹤0.01% 2128
2017
Q3 		$378K Buy
16,471
+2,137
+15% +$46.7K ﹤0.01% 2165
2017
Q2 		$314K Buy
+14,334
New +$320K ﹤0.01% 2261

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

LPL Financial's CADE Position: Q4 2021 in Review

LPL Financial sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 43,818 shares — an estimated $962K sold.

LPL Financial first reported a position in CADE in Q2 2017 and held it in 17 quarters. The position peaked at $984K in Q1 2019. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • LPL Financial reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 43,818 Cadence Bancorporation shares in Q4 2021, an estimated $962K.
  • LPL Financial first reported a position in Cadence Bancorporation in Q2 2017 and held it in 17 quarters.
  • LPL Financial's Cadence Bancorporation position peaked at $984K in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.