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Delta Financial Advisors’s Hancock Whitney HWC Stock Holding History

Delta Financial 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
2023
Q4 		– Sell
-6,105
Closed -$226K – 117
2023
Q3 		$226K Buy
6,105
+1
+0% +$41 0.1% 118
2023
Q2 		$234K Buy
+6,104
New +$227K 0.1% 113

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 $3.37T AUM 44.26% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Delta Financial Advisors's HWC Position: Q4 2023 in Review

Delta Financial Advisors sold out of Hancock Whitney (HWC) in Q4 2023, closing a stake of 6,105 shares — an estimated $226K sold.

Delta Financial Advisors first reported a position in HWC in Q2 2023 and held it in 2 quarters. The position peaked at $234K in Q2 2023. 285 funds tracked by Wall St. Rank hold HWC as of Q4 2023.

  • Delta Financial Advisors reported no remaining Hancock Whitney position as of Q4 2023 after selling out during the quarter.
  • Delta Financial Advisors sold 6,105 Hancock Whitney shares in Q4 2023, an estimated $226K.
  • Delta Financial Advisors first reported a position in Hancock Whitney in Q2 2023 and held it in 2 quarters.
  • Delta Financial Advisors's Hancock Whitney position peaked at $234K in Q2 2023.
  • 285 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2023.

Based on Delta Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.