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 $581M AUM 8.55% 1-Year Est. Return

ELCO Management New York $232M AUM 29.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Sheets Smith Wealth Management's CADE Position: Q4 2021 in Review

Sheets Smith Wealth Management sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 10,244 shares — an estimated $225K sold.

Sheets Smith Wealth Management first reported a position in CADE in Q2 2019 and held it in 8 quarters. The position peaked at $299K in Q2 2019. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

Sheets Smith Wealth Management reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 10,244 Cadence Bancorporation shares in Q4 2021, an estimated $225K.
Sheets Smith Wealth Management first reported a position in Cadence Bancorporation in Q2 2019 and held it in 8 quarters.
Sheets Smith Wealth Management's Cadence Bancorporation position peaked at $299K in Q2 2019.
4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.