PFGIA
CADE

Patriot Financial Group Insurance Agency’s Cadence Bancorporation CADE Stock Holding History

Patriot Financial Group Insurance Agency’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
-107
Closed -$2K – 2327
2021
Q3 		$2K Sell
107
-146
-58% -$2.98K ﹤0.01% 2008
2021
Q2 		$5K Hold
253
– – ﹤0.01% 1686
2021
Q1 		$5K Sell
253
-77
-23% -$1.57K ﹤0.01% 1590
2020
Q4 		$5K Hold
330
– – ﹤0.01% 1458
2020
Q3 		$3K Hold
330
– – ﹤0.01% 1420
2020
Q2 		$3K Buy
330
+33
+11% +$236 ﹤0.01% 1358
2020
Q1 		$2K Buy
+297
New +$4.1K ﹤0.01% 1374

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CADE Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 107 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in CADE in Q1 2020 and held it in 7 quarters. The position peaked at $5K in Q2 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 107 Cadence Bancorporation shares in Q4 2021, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Cadence Bancorporation in Q1 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Cadence Bancorporation position peaked at $5K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.