Buckingham Strategic Wealth’s Hancock Whitney HWC Stock Holding History

Buckingham Strategic 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
2024 Q2	$485K	Buy	10,131 +131	+1%	+$5.99K	0.01%	473
2024 Q1	$460K	Sell	10,000 -123	-1%	-$5.46K	﹤0.01%	483
2023 Q4	$492K	Hold	10,123	–	–	0.01%	446
2023 Q3	$374K	Hold	10,123	–	–	0.01%	489
2023 Q2	$389K	Hold	10,123	–	–	0.01%	482
2023 Q1	$490K	Hold	10,123	–	–	0.01%	379
2022 Q4	$490K	Hold	10,123	–	–	0.01%	381
2022 Q3	$464K	Hold	10,123	–	–	0.01%	384
2022 Q2	$449K	Hold	10,123	–	–	0.01%	388
2022 Q1	$528K	Sell	10,123 -4,037	-29%	-$218K	0.01%	355
2021 Q4	$708K	Buy	+14,160	New	+$706K	0.01%	307

Other funds holding HWC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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