EI
HWC icon

Ellevest Inc’s Hancock Whitney HWC Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-1,285
Closed -$46.8K – 928
2023
Q1 		$46.8K Buy
1,285
+357
+38% +$16.7K ﹤0.01% 621
2022
Q4 		$44.9K Sell
928
-601
-39% -$31.1K ﹤0.01% 634
2022
Q3 		$70K Buy
1,529
+11
+0.7% +$529 0.01% 496
2022
Q2 		$67K Sell
1,518
-70
-4% -$3.33K 0.01% 491
2022
Q1 		$83K Sell
1,588
-269
-14% -$14.5K 0.01% 439
2021
Q4 		$93K Buy
1,857
+113
+6% +$5.64K 0.01% 401
2021
Q3 		$82K Sell
1,744
-27
-2% -$1.2K 0.01% 396
2021
Q2 		$79K Buy
1,771
+839
+90% +$39K 0.01% 403
2021
Q1 		$39K Sell
932
-99
-10% -$3.9K ﹤0.01% 530
2020
Q4 		$35K Sell
1,031
-74
-7% -$1.99K 0.01% 534
2020
Q3 		$21K Buy
1,105
+141
+15% +$2.76K ﹤0.01% 513
2020
Q2 		$20K Buy
964
+918
+1,996% +$18.9K ﹤0.01% 489
2020
Q1 		$1K Sell
46
-23
-33% -$794 ﹤0.01% 899
2019
Q4 		$3K Buy
+69
New +$2.8K ﹤0.01% 644

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ellevest Inc's HWC Position: Q2 2023 in Review

Ellevest Inc sold out of Hancock Whitney (HWC) in Q2 2023, closing a stake of 1,285 shares — an estimated $46.8K sold.

Ellevest Inc first reported a position in HWC in Q4 2019 and held it in 14 quarters. The position peaked at $93K in Q4 2021. 274 funds tracked by Wall St. Rank hold HWC as of Q2 2023.

  • Ellevest Inc reported no remaining Hancock Whitney position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 1,285 Hancock Whitney shares in Q2 2023, an estimated $46.8K.
  • Ellevest Inc first reported a position in Hancock Whitney in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's Hancock Whitney position peaked at $93K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.