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DHJJ Financial Advisors’s Hancock Whitney HWC Stock Holding History

DHJJ 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
2024
Q4 		– Sell
-260
Closed -$13.3K – 906
2024
Q3 		$13.3K Hold
260
– – 0.01% 463
2024
Q2 		$12.4K Hold
260
– – 0.01% 434
2024
Q1 		$12K Hold
260
– – 0.01% 429
2023
Q4 		$12.6K Hold
260
– – 0.01% 417
2023
Q3 		$9.62K Buy
+260
New +$10.6K ﹤0.01% 441

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

DHJJ Financial Advisors's HWC Position: Q4 2024 in Review

DHJJ Financial Advisors sold out of Hancock Whitney (HWC) in Q4 2024, closing a stake of 260 shares — an estimated $13.3K sold.

DHJJ Financial Advisors first reported a position in HWC in Q3 2023 and held it in 5 quarters. The position peaked at $13.3K in Q3 2024. 345 funds tracked by Wall St. Rank hold HWC as of Q4 2024.

  • DHJJ Financial Advisors reported no remaining Hancock Whitney position as of Q4 2024 after selling out during the quarter.
  • DHJJ Financial Advisors sold 260 Hancock Whitney shares in Q4 2024, an estimated $13.3K.
  • DHJJ Financial Advisors first reported a position in Hancock Whitney in Q3 2023 and held it in 5 quarters.
  • DHJJ Financial Advisors's Hancock Whitney position peaked at $13.3K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2024.

Based on DHJJ Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.