SWA
CADE

Sutton Wealth Advisors’s Cadence Bancorporation CADE Stock Holding History

Sutton 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
Q4 		– Sell
-3,692
Closed -$81.1K – 1714
2021
Q3 		$81.1K Hold
3,692
– – 0.03% 277
2021
Q2 		$77.1K Hold
3,692
– – 0.03% 294
2021
Q1 		$76.5K Hold
3,692
– – 0.03% 281
2020
Q4 		$60.6K Hold
3,692
– – 0.03% 310
2020
Q3 		$31.7K Sell
3,692
-1,051
-22% -$9.08K 0.02% 420
2020
Q2 		$42K Buy
+4,743
New +$33.9K 0.02% 341
2019
Q4 		– Sell
-2,410
Closed -$42.3K – 1215
2019
Q3 		$42.3K Buy
+2,410
New +$41.2K 0.02% 345

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