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 $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

Sutton Wealth Advisors's CADE Position: Q4 2021 in Review

Sutton Wealth Advisors sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 3,692 shares — an estimated $81.1K sold.

Sutton Wealth Advisors first reported a position in CADE in Q3 2019 and held it in 7 quarters. The position peaked at $81.1K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

Sutton Wealth Advisors reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
Sutton Wealth Advisors sold 3,692 Cadence Bancorporation shares in Q4 2021, an estimated $81.1K.
Sutton Wealth Advisors first reported a position in Cadence Bancorporation in Q3 2019 and held it in 7 quarters.
Sutton Wealth Advisors's Cadence Bancorporation position peaked at $81.1K in Q3 2021.
4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Sutton Wealth Advisors's 13F filing for Q4 2021, filed 7 Nov 2023.