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Capital Performance Advisors’s Hancock Whitney HWC Stock Holding History

Capital Performance 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
Q4 		– Sell
-139
Closed -$7.11K – 1296
2024
Q3 		$7.11K Buy
+139
New +$7.07K ﹤0.01% 965

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 $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Capital Performance Advisors's HWC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Hancock Whitney (HWC) in Q4 2024, closing a stake of 139 shares — an estimated $7.11K sold.

Capital Performance Advisors first reported a position in HWC in Q3 2024 and held it in 1 quarter. The position peaked at $7.11K in Q3 2024. 345 funds tracked by Wall St. Rank hold HWC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Hancock Whitney position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 139 Hancock Whitney shares in Q4 2024, an estimated $7.11K.
  • Capital Performance Advisors first reported a position in Hancock Whitney in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Hancock Whitney position peaked at $7.11K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.