Regent Peak Wealth Advisors’s Cadence Bank CADE Stock Holding History

Regent Peak Wealth 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 Q1	–	Sell	-15	Closed	–	–	271
2020 Q4	$0	Buy	+15	New	+$379	﹤0.01%	1062

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

SAM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CRM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Regent Peak Wealth Advisors's CADE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Cadence Bank (CADE) in Q1 2021, closing a stake of 15 shares.

Regent Peak Wealth Advisors first reported a position in CADE in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 210 funds tracked by Wall St. Rank hold CADE as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Cadence Bank position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 15 Cadence Bank shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Cadence Bank in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Cadence Bank position peaked at $0 in Q4 2020.
210 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.