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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Buckingham Strategic Wealth's HWC Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Hancock Whitney (HWC) stake by 1.3% in Q2 2024, buying an estimated $5.99K and bringing the position to 10,131 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #473.

Buckingham Strategic Wealth first reported a position in HWC in Q4 2021 and has held it in 11 quarters since. The position peaked at $708K in Q4 2021. 298 funds tracked by Wall St. Rank hold HWC as of Q2 2024.

Buckingham Strategic Wealth held 10,131 shares of Hancock Whitney worth $485K as of Q2 2024.
Buckingham Strategic Wealth bought 131 Hancock Whitney shares in Q2 2024, an estimated $5.99K.
Hancock Whitney made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #473 holding.
Buckingham Strategic Wealth first reported a position in Hancock Whitney in Q4 2021 and has held it in 11 quarters since.
Buckingham Strategic Wealth's Hancock Whitney position peaked at $708K in Q4 2021.
298 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.