TCI Wealth Advisors’s Cadence Bancorporation CADE Stock Holding History

TCI 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	-764	Closed	-$17K	–	2657
2021 Q3	$17K	Buy	764 +87	+13%	+$1.78K	﹤0.01%	773
2021 Q2	$14K	Buy	677 +115	+20%	+$2.52K	﹤0.01%	776
2021 Q1	$12K	Buy	562 +160	+40%	+$3.26K	0.01%	791
2020 Q4	$7K	Hold	402	–	–	﹤0.01%	786
2020 Q3	$3K	Hold	402	–	–	﹤0.01%	1061
2020 Q2	$4K	Buy	402 +119	+42%	+$850	﹤0.01%	860
2020 Q1	$2K	Buy	283 +173	+157%	+$2.39K	﹤0.01%	1164
2019 Q4	$2K	Hold	110	–	–	﹤0.01%	1267
2019 Q3	$2K	Buy	+110	New	+$1.88K	﹤0.01%	1206

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

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

TCI Wealth Advisors sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 764 shares — an estimated $17K sold.

TCI Wealth Advisors first reported a position in CADE in Q3 2019 and held it in 9 quarters. The position peaked at $17K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

TCI Wealth Advisors reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 764 Cadence Bancorporation shares in Q4 2021, an estimated $17K.
TCI Wealth Advisors first reported a position in Cadence Bancorporation in Q3 2019 and held it in 9 quarters.
TCI Wealth Advisors's Cadence Bancorporation position peaked at $17K in Q3 2021.
4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.