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Ahrens Investment Partners’s Hancock Whitney HWC Stock Holding History

Ahrens Investment Partners’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 		$113K Buy
+3,110
New +$145K 0.06% 206
2022
Q3 		– Sell
-3,077
Closed -$136K – 498
2022
Q2 		$136K Buy
3,077
+18
+0.6% +$856 0.06% 192
2022
Q1 		$160K Buy
3,059
+15
+0.5% +$809 0.05% 209
2021
Q4 		$152K Buy
+3,044
New +$152K 0.07% 227

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

Ahrens Investment Partners's HWC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Hancock Whitney (HWC) in Q1 2023: 3,110 shares worth $113K. The stake represents 0.06% of the portfolio and ranks #206 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in HWC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in HWC in Q4 2021 and has held it in 4 quarters since. The position peaked at $160K in Q1 2022. 294 funds tracked by Wall St. Rank hold HWC as of Q1 2023.

  • Ahrens Investment Partners held 3,110 shares of Hancock Whitney worth $113K as of Q1 2023.
  • Hancock Whitney was a new Ahrens Investment Partners position in Q1 2023.
  • Hancock Whitney made up 0.06% of Ahrens Investment Partners's portfolio in Q1 2023, its #206 holding.
  • Ahrens Investment Partners first reported a position in Hancock Whitney in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Hancock Whitney position peaked at $160K in Q1 2022.
  • 294 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.