FIA
HWC icon

Foundations Investment Advisors’s Hancock Whitney HWC Stock Holding History

Foundations Investment 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
2023
Q1 		– Sell
-12,625
Closed -$611K – 526
2022
Q4 		$611K Sell
12,625
-12
-0.1% -$621 0.02% 255
2022
Q3 		$579K Hold
12,637
– – 0.03% 213
2022
Q2 		$566K Buy
12,637
+19
+0.2% +$904 0.02% 213
2022
Q1 		$611K Hold
12,618
– – 0.02% 175
2021
Q4 		$679K Hold
12,618
– – 0.03% 164
2021
Q3 		$617K Hold
12,618
– – 0.03% 152
2021
Q2 		$557K Hold
12,618
– – 0.03% 155
2021
Q1 		$521K Buy
+12,618
New +$497K 0.03% 132

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 $3.38T 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Foundations Investment Advisors's HWC Position: Q1 2023 in Review

Foundations Investment Advisors sold out of Hancock Whitney (HWC) in Q1 2023, closing a stake of 12,625 shares — an estimated $611K sold.

Foundations Investment Advisors first reported a position in HWC in Q1 2021 and held it in 8 quarters. The position peaked at $679K in Q4 2021. 294 funds tracked by Wall St. Rank hold HWC as of Q1 2023.

  • Foundations Investment Advisors reported no remaining Hancock Whitney position as of Q1 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 12,625 Hancock Whitney shares in Q1 2023, an estimated $611K.
  • Foundations Investment Advisors first reported a position in Hancock Whitney in Q1 2021 and held it in 8 quarters.
  • Foundations Investment Advisors's Hancock Whitney position peaked at $679K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2023.

Based on Foundations Investment Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.