WAM
CADE

Wealthspire Advisors (Maryland)’s Cadence Bank CADE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-81
Closed -$2K – 693
2019
Q1 		$2K Buy
81
+68
+523% +$2.02K ﹤0.01% 2126
2018
Q4 		$0 Buy
13
+2
+18% +$58 ﹤0.01% 2438
2018
Q3 		$0 Hold
11
– – ﹤0.01% 2390
2018
Q2 		$0 Hold
11
– – ﹤0.01% 2445
2018
Q1 		$0 Buy
+11
New +$362 ﹤0.01% 2506

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CADE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cadence Bank (CADE) in Q2 2019, closing a stake of 81 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in CADE in Q1 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 187 funds tracked by Wall St. Rank hold CADE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cadence Bank position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 81 Cadence Bank shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Cadence Bank in Q1 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Cadence Bank position peaked at $2K in Q1 2019.
  • 187 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.