Tarbox Family Office’s Cadence Bancorporation CADE Stock Holding History

Tarbox Family Office’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	-341	Closed	-$7K	–	1220
2021 Q3	$7K	Hold	341	–	–	﹤0.01%	576
2021 Q2	$7K	Hold	341	–	–	﹤0.01%	571
2021 Q1	$7K	Hold	341	–	–	﹤0.01%	494
2020 Q4	$6K	Sell	341 -22	-6%	-$292	﹤0.01%	502
2020 Q3	$3K	Hold	363	–	–	﹤0.01%	703
2020 Q2	$3K	Buy	363 +37	+11%	+$264	﹤0.01%	698
2020 Q1	$2K	Buy	+326	New	+$4.5K	﹤0.01%	760
2019 Q4	–	Sell	-250	Closed	-$4K	–	1240
2019 Q3	$4K	Buy	+250	New	+$4.28K	﹤0.01%	556

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

Tarbox Family Office's CADE Position: Q4 2021 in Review

Tarbox Family Office sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 341 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in CADE in Q3 2019 and held it in 8 quarters. The position peaked at $7K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

Tarbox Family Office reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
Tarbox Family Office sold 341 Cadence Bancorporation shares in Q4 2021, an estimated $7K.
Tarbox Family Office first reported a position in Cadence Bancorporation in Q3 2019 and held it in 8 quarters.
Tarbox Family Office's Cadence Bancorporation position peaked at $7K in Q3 2021.
4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.