PWPS
CADE

Pinnacle Wealth Planning Services’s Cadence Bancorporation CADE Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-3,793
Closed -$62K – 2344
2020
Q4 		$62K Buy
+3,793
New +$50.3K 0.01% 693

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

Pinnacle Wealth Planning Services's CADE Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Cadence Bancorporation (CADE) in Q1 2021, closing a stake of 3,793 shares — an estimated $62K sold.

Pinnacle Wealth Planning Services first reported a position in CADE in Q4 2020 and held it in 1 quarter. The position peaked at $62K in Q4 2020. 231 funds tracked by Wall St. Rank hold CADE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Cadence Bancorporation position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,793 Cadence Bancorporation shares in Q1 2021, an estimated $62K.
  • Pinnacle Wealth Planning Services first reported a position in Cadence Bancorporation in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Cadence Bancorporation position peaked at $62K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.