Glassman Wealth Services’s Hancock Whitney HWC Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-6	Closed	-$292	–	937
2023 Q4	$292	Hold	6	–	–	﹤0.01%	1826
2023 Q3	$222	Hold	6	–	–	﹤0.01%	1868
2023 Q2	$230	Hold	6	–	–	﹤0.01%	1785
2023 Q1	$218	Hold	6	–	–	﹤0.01%	1782
2022 Q4	$290	Sell	6 -26	-81%	-$1.34K	﹤0.01%	1720
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	1425
2022 Q2	$1K	Hold	32	–	–	﹤0.01%	1435
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	1234
2021 Q4	$2K	Hold	32	–	–	﹤0.01%	1206
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	1176
2021 Q2	$1K	Hold	32	–	–	﹤0.01%	1311
2021 Q1	$1K	Hold	32	–	–	﹤0.01%	1267
2020 Q4	$1K	Hold	32	–	–	﹤0.01%	1225
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	1173
2020 Q2	$1K	Buy	32 +6	+23%	+$124	﹤0.01%	1038
2020 Q1	$1K	Buy	26 +18	+225%	+$621	﹤0.01%	898
2019 Q4	$0	Buy	+8	New	+$324	﹤0.01%	1309
2019 Q3	–	Sell	-2	Closed	–	–	1190
2019 Q2	$0	Buy	+2	New	+$82	﹤0.01%	1202

Other funds holding HWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Glassman Wealth Services's HWC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Hancock Whitney (HWC) in Q1 2024, closing a stake of 6 shares — an estimated $292 sold.

Glassman Wealth Services first reported a position in HWC in Q2 2019 and held it in 18 quarters. The position peaked at $2K in Q1 2022. 296 funds tracked by Wall St. Rank hold HWC as of Q1 2024.

Glassman Wealth Services reported no remaining Hancock Whitney position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 6 Hancock Whitney shares in Q1 2024, an estimated $292.
Glassman Wealth Services first reported a position in Hancock Whitney in Q2 2019 and held it in 18 quarters.
Glassman Wealth Services's Hancock Whitney position peaked at $2K in Q1 2022.
296 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.