Red Door Wealth Management’s Cadence Bank CADE Stock Holding History

Red Door Wealth Management’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 Q3	–	Sell	-969	Closed	-$27K	–	224
2021 Q2	$27K	Buy	+969	New	+$29.4K	0.01%	310
2020 Q3	–	Sell	-969	Closed	-$22K	–	145
2020 Q2	$22K	Hold	969	–	–	0.02%	241
2020 Q1	$18K	Buy	+969	New	+$25.6K	0.02%	236

Other funds holding CADE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Red Door Wealth Management's CADE Position: Q3 2021 in Review

Red Door Wealth Management sold out of Cadence Bank (CADE) in Q3 2021, closing a stake of 969 shares — an estimated $27K sold.

Red Door Wealth Management first reported a position in CADE in Q1 2020 and held it in 3 quarters. The position peaked at $27K in Q2 2021. 219 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

Red Door Wealth Management reported no remaining Cadence Bank position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 969 Cadence Bank shares in Q3 2021, an estimated $27K.
Red Door Wealth Management first reported a position in Cadence Bank in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's Cadence Bank position peaked at $27K in Q2 2021.
219 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.