NFSG
CADE

Newbridge Financial Services Group’s Cadence Bank CADE Stock Holding History

Newbridge Financial Services Group’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
-1,012
Closed -$29K – 1412
2021
Q2 		$29K Hold
1,012
– – 0.02% 650
2021
Q1 		$33K Buy
+1,012
New +$31.2K 0.02% 524

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.6B AUM 13.27% 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

Newbridge Financial Services Group's CADE Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Cadence Bank (CADE) in Q3 2021, closing a stake of 1,012 shares — an estimated $29K sold.

Newbridge Financial Services Group first reported a position in CADE in Q1 2021 and held it in 2 quarters. The position peaked at $33K in Q1 2021. 219 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Cadence Bank position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,012 Cadence Bank shares in Q3 2021, an estimated $29K.
  • Newbridge Financial Services Group first reported a position in Cadence Bank in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Cadence Bank position peaked at $33K in Q1 2021.
  • 219 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.