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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 $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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