TL
CADE

TrueWealth LLC’s Cadence Bancorporation CADE Stock Holding History

TrueWealth LLC’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
2020
Q2 		$17K Hold
1,906
– – 0.01% 402
2020
Q1 		$12K Hold
1,906
– – 0.01% 437
2019
Q4 		$35K Hold
1,906
– – 0.01% 310
2019
Q3 		$33K Hold
1,906
– – 0.01% 308
2019
Q2 		$40K Hold
1,906
– – 0.02% 292
2019
Q1 		$35K Buy
+1,906
New +$36.2K 0.02% 307

Other funds holding CADE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrueWealth LLC's CADE Position: Q2 2020 in Review

TrueWealth LLC held its Cadence Bancorporation (CADE) position steady in Q2 2020 at 1,906 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #402.

TrueWealth LLC first reported a position in CADE in Q1 2019 and has held it in 6 quarters since. The position peaked at $40K in Q2 2019. 213 funds tracked by Wall St. Rank hold CADE as of Q2 2020.

  • TrueWealth LLC held 1,906 shares of Cadence Bancorporation worth $17K as of Q2 2020.
  • TrueWealth LLC left its Cadence Bancorporation share count unchanged in Q2 2020.
  • Cadence Bancorporation made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #402 holding.
  • TrueWealth LLC first reported a position in Cadence Bancorporation in Q1 2019 and has held it in 6 quarters since.
  • TrueWealth LLC's Cadence Bancorporation position peaked at $40K in Q2 2019.
  • 213 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.