AIA
HWC icon

Affinity Investment Advisors’s Hancock Whitney HWC Stock Holding History

Affinity Investment Advisors’s Portfolio HWC Stock Details HWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,995
Closed -$968K – 197
2022
Q4 		$968K Buy
19,995
+128
+0.6% +$6.62K 0.45% 74
2022
Q3 		$910K Sell
19,867
-1,480
-7% -$71.2K 0.47% 67
2022
Q2 		$946K Hold
21,347
– – 0.46% 64
2022
Q1 		$1.11M Hold
21,347
– – 0.46% 67
2021
Q4 		$1.07M Buy
21,347
+89
+0.4% +$4.44K 0.43% 76
2021
Q3 		$1M Hold
21,258
– – 0.45% 67
2021
Q2 		$945K Buy
+21,258
New +$989K 0.43% 85

Other funds holding HWC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Affinity Investment Advisors's HWC Position: Q1 2023 in Review

Affinity Investment Advisors sold out of Hancock Whitney (HWC) in Q1 2023, closing a stake of 19,995 shares — an estimated $968K sold.

Affinity Investment Advisors first reported a position in HWC in Q2 2021 and held it in 7 quarters. The position peaked at $1.11M in Q1 2022. 294 funds tracked by Wall St. Rank hold HWC as of Q1 2023.

  • Affinity Investment Advisors reported no remaining Hancock Whitney position as of Q1 2023 after selling out during the quarter.
  • Affinity Investment Advisors sold 19,995 Hancock Whitney shares in Q1 2023, an estimated $968K.
  • Affinity Investment Advisors first reported a position in Hancock Whitney in Q2 2021 and held it in 7 quarters.
  • Affinity Investment Advisors's Hancock Whitney position peaked at $1.11M in Q1 2022.
  • 294 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2023.

Based on Affinity Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.