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Fiduciary Alliance’s Hancock Whitney HWC Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-100
Closed -$3.84K – 503
2023
Q2 		$3.84K Buy
+100
New +$3.72K ﹤0.01% 723
2023
Q1 		– Sell
-100
Closed -$4.84K – 449
2022
Q4 		$4.84K Buy
+100
New +$5.17K ﹤0.01% 539

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Fiduciary Alliance's HWC Position: Q3 2023 in Review

Fiduciary Alliance sold out of Hancock Whitney (HWC) in Q3 2023, closing a stake of 100 shares — an estimated $3.84K sold.

Fiduciary Alliance first reported a position in HWC in Q4 2022 and held it in 2 quarters. The position peaked at $4.84K in Q4 2022. 261 funds tracked by Wall St. Rank hold HWC as of Q3 2023.

  • Fiduciary Alliance reported no remaining Hancock Whitney position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 100 Hancock Whitney shares in Q3 2023, an estimated $3.84K.
  • Fiduciary Alliance first reported a position in Hancock Whitney in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Hancock Whitney position peaked at $4.84K in Q4 2022.
  • 261 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.