SSWM
CADE

Sheets Smith Wealth Management’s Cadence Bancorporation CADE Stock Holding History

Sheets Smith 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
Q4 		– Sell
-10,244
Closed -$225K – 399
2021
Q3 		$225K Hold
10,244
– – 0.03% 339
2021
Q2 		$214K Hold
10,244
– – 0.03% 345
2021
Q1 		$212K Hold
10,244
– – 0.03% 314
2020
Q4 		$168K Buy
+10,244
New +$136K 0.03% 327
2020
Q2 		– Sell
-14,636
Closed -$96K – 297
2020
Q1 		$96K Buy
14,636
+953
+7% +$13.1K 0.02% 269
2019
Q4 		$248K Sell
13,683
-591
-4% -$9.88K 0.05% 291
2019
Q3 		$250K Sell
14,274
-90
-0.6% -$1.54K 0.05% 274
2019
Q2 		$299K Buy
+14,364
New +$295K 0.06% 267

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return