AW
HWC icon

Avion Wealth’s Hancock Whitney HWC Stock Holding History

Avion Wealth’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
2026
Q1 		$0 Hold
14
– – ﹤0.01% 1411
2025
Q4 		$0 Hold
14
– – ﹤0.01% 1397
2025
Q3 		$0 Hold
14
– – ﹤0.01% 1361
2025
Q2 		$0 Sell
14
-9
-39% -$479 ﹤0.01% 1369
2025
Q1 		$1K Hold
23
– – ﹤0.01% 864
2024
Q4 		$1K Buy
23
+9
+64% +$498 ﹤0.01% 861
2024
Q3 		$0 Hold
14
– – ﹤0.01% 1160
2024
Q2 		$0 Hold
14
– – ﹤0.01% 1089
2024
Q1 		$1K Sell
14
-333
-96% -$14.8K ﹤0.01% 974
2023
Q4 		$17K Sell
347
-26
-7% -$1.04K ﹤0.01% 224
2023
Q3 		$13K Buy
373
+14
+4% +$571 ﹤0.01% 247
2023
Q2 		$13K Buy
359
+4
+1% +$149 ﹤0.01% 269
2023
Q1 		$17K Buy
355
+343
+2,858% +$16K ﹤0.01% 228
2022
Q4 		$0 Hold
12
– – ﹤0.01% 500
2022
Q3 		$1K Buy
+12
New +$577 ﹤0.01% 460

Other funds holding HWC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return