PWMG
CADE

Prestige Wealth Management Group’s Cadence Bank CADE Stock Holding History

Prestige Wealth Management 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
2020
Q3 		– Sell
-26
Closed -$1K – 880
2020
Q2 		$1K Hold
26
– – ﹤0.01% 742
2020
Q1 		$0 Buy
+26
New +$687 ﹤0.01% 911
2019
Q1 		– Sell
-54
Closed -$1K – 586
2018
Q4 		$1K Buy
+54
New +$1.57K ﹤0.01% 961

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prestige Wealth Management Group's CADE Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of Cadence Bank (CADE) in Q3 2020, closing a stake of 26 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in CADE in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 193 funds tracked by Wall St. Rank hold CADE as of Q3 2020.

  • Prestige Wealth Management Group reported no remaining Cadence Bank position as of Q3 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 26 Cadence Bank shares in Q3 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Cadence Bank in Q4 2018 and held it in 3 quarters.
  • Prestige Wealth Management Group's Cadence Bank position peaked at $1K in Q2 2020.
  • 193 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.