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 $581M AUM 8.55% 1-Year Est. Return
EM
ELCO Management New York $232M AUM 29.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CADE Position: Q4 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 15,500 shares — an estimated $340K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CADE in Q3 2019 and held it in 9 quarters. The position peaked at $340K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 15,500 Cadence Bancorporation shares in Q4 2021, an estimated $340K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Cadence Bancorporation in Q3 2019 and held it in 9 quarters.
  • Wilbanks Smith & Thomas Asset Management's Cadence Bancorporation position peaked at $340K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2021, filed 8 Feb 2022.