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CSat Investment Advisory’s Hancock Whitney HWC Stock Holding History

CSat Investment Advisory’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
2020
Q2 		– Sell
-306
Closed -$6K – 1129
2020
Q1 		$6K Buy
306
+59
+24% +$2.04K ﹤0.01% 1005
2019
Q4 		$11K Buy
247
+30
+14% +$1.22K ﹤0.01% 962
2019
Q3 		$8K Buy
217
+30
+16% +$1.14K ﹤0.01% 983
2019
Q2 		$7K Buy
+187
New +$7.7K ﹤0.01% 996

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CSat Investment Advisory's HWC Position: Q2 2020 in Review

CSat Investment Advisory sold out of Hancock Whitney (HWC) in Q2 2020, closing a stake of 306 shares — an estimated $6K sold.

CSat Investment Advisory first reported a position in HWC in Q2 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 203 funds tracked by Wall St. Rank hold HWC as of Q2 2020.

  • CSat Investment Advisory reported no remaining Hancock Whitney position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 306 Hancock Whitney shares in Q2 2020, an estimated $6K.
  • CSat Investment Advisory first reported a position in Hancock Whitney in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Hancock Whitney position peaked at $11K in Q4 2019.
  • 203 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.