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Plante Moran Financial Advisors’s Cadence Bancorporation CADE Stock Holding History

Plante Moran Financial Advisors’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
-1,135
Closed -$25K – 1142
2021
Q3 		$25K Hold
1,135
– – 0.01% 519
2021
Q2 		$24K Hold
1,135
– – 0.01% 531
2021
Q1 		$24K Hold
1,135
– – 0.01% 522
2020
Q4 		$19K Hold
1,135
– – 0.01% 545
2020
Q3 		$10K Hold
1,135
– – ﹤0.01% 619
2020
Q2 		$10K Hold
1,135
– – ﹤0.01% 527
2020
Q1 		$7K Hold
1,135
– – ﹤0.01% 543
2019
Q4 		$21K Hold
1,135
– – 0.01% 462
2019
Q3 		$20K Hold
1,135
– – 0.01% 509
2019
Q2 		$24K Hold
1,135
– – 0.01% 459
2019
Q1 		$21K Buy
+1,135
New +$21.6K 0.01% 465

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 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

Plante Moran Financial Advisors's CADE Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 1,135 shares — an estimated $25K sold.

Plante Moran Financial Advisors first reported a position in CADE in Q1 2019 and held it in 11 quarters. The position peaked at $25K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,135 Cadence Bancorporation shares in Q4 2021, an estimated $25K.
  • Plante Moran Financial Advisors first reported a position in Cadence Bancorporation in Q1 2019 and held it in 11 quarters.
  • Plante Moran Financial Advisors's Cadence Bancorporation position peaked at $25K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.