OPS
CADE

Orion Portfolio Solutions’s Cadence Bancorporation CADE Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-817
Closed -$7K – 2457
2020
Q2 		$7K Buy
817
+235
+40% +$1.68K ﹤0.01% 1374
2020
Q1 		$4K Buy
582
+345
+146% +$4.76K ﹤0.01% 1421
2019
Q4 		$4K Buy
+237
New +$3.96K ﹤0.01% 1374

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Orion Portfolio Solutions's CADE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Cadence Bancorporation (CADE) in Q3 2020, closing a stake of 817 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in CADE in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q2 2020. 211 funds tracked by Wall St. Rank hold CADE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Cadence Bancorporation position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 817 Cadence Bancorporation shares in Q3 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in Cadence Bancorporation in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Cadence Bancorporation position peaked at $7K in Q2 2020.
  • 211 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.