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Dakota Wealth Management’s Hancock Whitney HWC Stock Holding History

Dakota Wealth Management’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
Q1 		– Sell
-4,411
Closed -$214K – 748
2023
Q4 		$214K Buy
+4,411
New +$176K 0.01% 595

Other funds holding HWC

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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
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dakota Wealth Management's HWC Position: Q1 2024 in Review

Dakota Wealth Management sold out of Hancock Whitney (HWC) in Q1 2024, closing a stake of 4,411 shares — an estimated $214K sold.

Dakota Wealth Management first reported a position in HWC in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 296 funds tracked by Wall St. Rank hold HWC as of Q1 2024.

  • Dakota Wealth Management reported no remaining Hancock Whitney position as of Q1 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 4,411 Hancock Whitney shares in Q1 2024, an estimated $214K.
  • Dakota Wealth Management first reported a position in Hancock Whitney in Q4 2023 and held it in 1 quarter.
  • Dakota Wealth Management's Hancock Whitney position peaked at $214K in Q4 2023.
  • 296 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2024.

Based on Dakota Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.