Empower Advisory Group
HWC icon

Empower Advisory Group’s Hancock Whitney HWC Stock Holding History

Empower Advisory Group’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
-299,891
Closed -$11.1M – 479
2023
Q3 		$11.1M Buy
299,891
+10,717
+4% +$437K 0.05% 149
2023
Q2 		$11.1M Buy
289,174
+21,272
+8% +$790K 0.05% 162
2023
Q1 		$9.88M Buy
+267,902
New +$12.5M 0.04% 171

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

Empower Advisory Group's HWC Position: Q4 2023 in Review

Empower Advisory Group sold out of Hancock Whitney (HWC) in Q4 2023, closing a stake of 299,891 shares — an estimated $11.1M sold.

Empower Advisory Group first reported a position in HWC in Q1 2023 and held it in 3 quarters. The position peaked at $11.1M in Q2 2023. 285 funds tracked by Wall St. Rank hold HWC as of Q4 2023.

  • Empower Advisory Group reported no remaining Hancock Whitney position as of Q4 2023 after selling out during the quarter.
  • Empower Advisory Group sold 299,891 Hancock Whitney shares in Q4 2023, an estimated $11.1M.
  • Empower Advisory Group first reported a position in Hancock Whitney in Q1 2023 and held it in 3 quarters.
  • Empower Advisory Group's Hancock Whitney position peaked at $11.1M in Q2 2023.
  • 285 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2023.

Based on Empower Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.