Gradient Investments’s Hancock Whitney HWC Stock Holding History

Gradient Investments’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 Q2	–	Sell	-3	Closed	-$109	–	1825
2023 Q1	$109	Hold	3	–	–	﹤0.01%	1435
2022 Q4	$145	Hold	3	–	–	﹤0.01%	1414
2022 Q3	$0	Buy	+3	New	+$144	﹤0.01%	1423
2019 Q4	–	Sell	-100	Closed	-$4K	–	1150
2019 Q3	$4K	Buy	+100	New	+$3.8K	﹤0.01%	826

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gradient Investments's HWC Position: Q2 2023 in Review

Gradient Investments sold out of Hancock Whitney (HWC) in Q2 2023, closing a stake of 3 shares — an estimated $109 sold.

Gradient Investments first reported a position in HWC in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 274 funds tracked by Wall St. Rank hold HWC as of Q2 2023.

Gradient Investments reported no remaining Hancock Whitney position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 3 Hancock Whitney shares in Q2 2023, an estimated $109.
Gradient Investments first reported a position in Hancock Whitney in Q3 2019 and held it in 4 quarters.
Gradient Investments's Hancock Whitney position peaked at $4K in Q3 2019.
274 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.