WSTAM
CADE

Wilbanks Smith & Thomas Asset Management’s Cadence Bancorporation CADE Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-15,500
Closed -$340K – 534
2021
Q3 		$340K Hold
15,500
– – 0.01% 361
2021
Q2 		$324K Hold
15,500
– – 0.01% 378
2021
Q1 		$321K Hold
15,500
– – 0.01% 356
2020
Q4 		$255K Hold
15,500
– – 0.01% 366
2020
Q3 		$133K Hold
15,500
– – 0.01% 379
2020
Q2 		$137K Buy
15,500
+2,300
+17% +$16.4K 0.01% 378
2020
Q1 		$86K Buy
13,200
+800
+6% +$11K 0.01% 358
2019
Q4 		$225K Hold
12,400
– – 0.01% 379
2019
Q3 		$217K Buy
+12,400
New +$212K 0.01% 387

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return