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Beacon Pointe Advisors’s Hancock Whitney HWC Stock Holding History

Beacon Pointe 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
2024
Q3 		– Sell
-8,596
Closed -$411K – 1261
2024
Q2 		$411K Buy
8,596
+599
+7% +$27.4K ﹤0.01% 937
2024
Q1 		$368K Buy
7,997
+186
+2% +$8.26K ﹤0.01% 1029
2023
Q4 		$380K Sell
7,811
-1,524
-16% -$60.9K ﹤0.01% 990
2023
Q3 		$345K Buy
9,335
+556
+6% +$22.7K ﹤0.01% 1007
2023
Q2 		$337K Buy
8,779
+1,790
+26% +$66.5K 0.01% 851
2023
Q1 		$254K Buy
6,989
+164
+2% +$7.65K ﹤0.01% 992
2022
Q4 		$330K Buy
6,825
+430
+7% +$22.2K 0.01% 832
2022
Q3 		$293K Buy
6,395
+55
+0.9% +$2.65K 0.01% 804
2022
Q2 		$280K Sell
6,340
-121
-2% -$5.76K 0.01% 849
2022
Q1 		$337K Buy
+6,461
New +$348K ﹤0.01% 938

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 $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Beacon Pointe Advisors's HWC Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of Hancock Whitney (HWC) in Q3 2024, closing a stake of 8,596 shares — an estimated $411K sold.

Beacon Pointe Advisors first reported a position in HWC in Q1 2022 and held it in 10 quarters. The position peaked at $411K in Q2 2024. 322 funds tracked by Wall St. Rank hold HWC as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining Hancock Whitney position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 8,596 Hancock Whitney shares in Q3 2024, an estimated $411K.
  • Beacon Pointe Advisors first reported a position in Hancock Whitney in Q1 2022 and held it in 10 quarters.
  • Beacon Pointe Advisors's Hancock Whitney position peaked at $411K in Q2 2024.
  • 322 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.