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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 $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return