Claris Advisors’s Hancock Whitney HWC Stock Holding History

Claris 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	-6	Closed	-$307	–	554
2024 Q3	$307	Buy	+6	New	+$305	﹤0.01%	825

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Claris Advisors's HWC Position: Q4 2024 in Review

Claris Advisors sold out of Hancock Whitney (HWC) in Q4 2024, closing a stake of 6 shares — an estimated $307 sold.

Claris Advisors first reported a position in HWC in Q3 2024 and held it in 1 quarter. The position peaked at $307 in Q3 2024. 345 funds tracked by Wall St. Rank hold HWC as of Q4 2024.

Claris Advisors reported no remaining Hancock Whitney position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 6 Hancock Whitney shares in Q4 2024, an estimated $307.
Claris Advisors first reported a position in Hancock Whitney in Q3 2024 and held it in 1 quarter.
Claris Advisors's Hancock Whitney position peaked at $307 in Q3 2024.
345 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.