SPIA
CADE

Steward Partners Investment Advisory’s Cadence Bancorporation CADE Stock Holding History

Steward Partners Investment Advisory’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
-794
Closed -$17K – 3428
2021
Q3 		$17K Sell
794
-85
-10% -$1.74K ﹤0.01% 2406
2021
Q2 		$18K Sell
879
-46
-5% -$1.01K ﹤0.01% 5257
2021
Q1 		$19.2K Sell
925
-1,879
-67% -$38.3K ﹤0.01% 2507
2020
Q4 		$46K Sell
2,804
-740
-21% -$9.81K ﹤0.01% 1714
2020
Q3 		$30K Buy
3,544
+1,085
+44% +$9.38K ﹤0.01% 1732
2020
Q2 		$22K Buy
2,459
+795
+48% +$5.68K ﹤0.01% 1751
2020
Q1 		$10K Sell
1,664
-18,275
-92% -$252K ﹤0.01% 1887
2019
Q4 		$361K Buy
19,939
+1,563
+9% +$26.1K 0.01% 713
2019
Q3 		$322K Buy
18,376
+4,355
+31% +$74.5K 0.01% 707
2019
Q2 		$291K Buy
+14,021
New +$288K 0.01% 709
2018
Q4 		– Sell
-500
Closed -$13K – 2642
2018
Q3 		$13K Buy
+500
New +$14K ﹤0.01% 1790

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 $1.88B AUM 29.07% 1-Year Est. Return

Steward Partners Investment Advisory's CADE Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 794 shares — an estimated $17K sold.

Steward Partners Investment Advisory first reported a position in CADE in Q3 2018 and held it in 11 quarters. The position peaked at $361K in Q4 2019. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 794 Cadence Bancorporation shares in Q4 2021, an estimated $17K.
  • Steward Partners Investment Advisory first reported a position in Cadence Bancorporation in Q3 2018 and held it in 11 quarters.
  • Steward Partners Investment Advisory's Cadence Bancorporation position peaked at $361K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.