DWM
HWC icon

Doyle Wealth Management’s Hancock Whitney HWC Stock Holding History

Doyle 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
2022
Q3 		$304K Hold
6,644
– – 0.03% 161
2022
Q2 		$295K Hold
6,644
– – 0.02% 172
2022
Q1 		$346K Hold
6,644
– – 0.02% 185
2021
Q4 		$332K Hold
6,644
– – 0.02% 183
2021
Q3 		$313K Buy
+6,644
New +$294K 0.02% 181

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Doyle Wealth Management's HWC Position: Q3 2022 in Review

Doyle Wealth Management held its Hancock Whitney (HWC) position steady in Q3 2022 at 6,644 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #161.

Doyle Wealth Management first reported a position in HWC in Q3 2021 and has held it in 5 quarters since. The position peaked at $346K in Q1 2022. 306 funds tracked by Wall St. Rank hold HWC as of Q3 2022.

  • Doyle Wealth Management held 6,644 shares of Hancock Whitney worth $304K as of Q3 2022.
  • Doyle Wealth Management left its Hancock Whitney share count unchanged in Q3 2022.
  • Hancock Whitney made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #161 holding.
  • Doyle Wealth Management first reported a position in Hancock Whitney in Q3 2021 and has held it in 5 quarters since.
  • Doyle Wealth Management's Hancock Whitney position peaked at $346K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.