VFA
CADE

Valeo Financial Advisors’s Cadence Bancorporation CADE Stock Holding History

Valeo Financial 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
Q2 		– Sell
-888
Closed -$18K – 2144
2021
Q1 		$18K Buy
+888
New +$18.1K ﹤0.01% 1220

Other funds holding CADE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Valeo Financial Advisors's CADE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Cadence Bancorporation (CADE) in Q2 2021, closing a stake of 888 shares — an estimated $18K sold.

Valeo Financial Advisors first reported a position in CADE in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 237 funds tracked by Wall St. Rank hold CADE as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Cadence Bancorporation position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 888 Cadence Bancorporation shares in Q2 2021, an estimated $18K.
  • Valeo Financial Advisors first reported a position in Cadence Bancorporation in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Cadence Bancorporation position peaked at $18K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.