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Avantax Advisory Services’s Hancock Whitney HWC Stock Holding History

Avantax Advisory Services’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
2024
Q1 		– Sell
-7,945
Closed -$386K – 1695
2023
Q4 		$386K Buy
+7,945
New +$318K ﹤0.01% 1106

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Advisory Services's HWC Position: Q1 2024 in Review

Avantax Advisory Services sold out of Hancock Whitney (HWC) in Q1 2024, closing a stake of 7,945 shares — an estimated $386K sold.

Avantax Advisory Services first reported a position in HWC in Q4 2023 and held it in 1 quarter. The position peaked at $386K in Q4 2023. 296 funds tracked by Wall St. Rank hold HWC as of Q1 2024.

  • Avantax Advisory Services reported no remaining Hancock Whitney position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 7,945 Hancock Whitney shares in Q1 2024, an estimated $386K.
  • Avantax Advisory Services first reported a position in Hancock Whitney in Q4 2023 and held it in 1 quarter.
  • Avantax Advisory Services's Hancock Whitney position peaked at $386K in Q4 2023.
  • 296 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.