SWM
CADE

Spire Wealth Management’s Cadence Bancorporation CADE Stock Holding History

Spire 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
Q2 		– Sell
-291
Closed -$6K – 3141
2021
Q1 		$6K Buy
+291
New +$5.92K ﹤0.01% 2610

Other funds holding CADE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Spire Wealth Management's CADE Position: Q2 2021 in Review

Spire Wealth Management sold out of Cadence Bancorporation (CADE) in Q2 2021, closing a stake of 291 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in CADE in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 237 funds tracked by Wall St. Rank hold CADE as of Q2 2021.

  • Spire Wealth Management reported no remaining Cadence Bancorporation position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 291 Cadence Bancorporation shares in Q2 2021, an estimated $6K.
  • Spire Wealth Management first reported a position in Cadence Bancorporation in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Cadence Bancorporation position peaked at $6K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.