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GeoWealth Management’s Hancock Whitney HWC Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-1,180
Closed -$64.6K – 1401
2024
Q4 		$64.6K Buy
+1,180
New +$65.3K ﹤0.01% 1073

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GeoWealth Management's HWC Position: Q1 2025 in Review

GeoWealth Management sold out of Hancock Whitney (HWC) in Q1 2025, closing a stake of 1,180 shares — an estimated $64.6K sold.

GeoWealth Management first reported a position in HWC in Q4 2024 and held it in 1 quarter. The position peaked at $64.6K in Q4 2024. 351 funds tracked by Wall St. Rank hold HWC as of Q1 2025.

  • GeoWealth Management reported no remaining Hancock Whitney position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,180 Hancock Whitney shares in Q1 2025, an estimated $64.6K.
  • GeoWealth Management first reported a position in Hancock Whitney in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Hancock Whitney position peaked at $64.6K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.