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Hancock Whitney Investment Services’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Hancock Whitney Investment Services’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,223
Closed -$209K – 113
2021
Q4 		$209K Buy
+7,223
New +$204K 0.04% 286

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FFM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Hancock Whitney Investment Services's DFAC Position: Q1 2022 in Review

Hancock Whitney Investment Services sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2022, closing a stake of 7,223 shares — an estimated $209K sold.

Hancock Whitney Investment Services first reported a position in DFAC in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 462 funds tracked by Wall St. Rank hold DFAC as of Q1 2022.

  • Hancock Whitney Investment Services reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2022 after selling out during the quarter.
  • Hancock Whitney Investment Services sold 7,223 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2022, an estimated $209K.
  • Hancock Whitney Investment Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and held it in 1 quarter.
  • Hancock Whitney Investment Services's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $209K in Q4 2021.
  • 462 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q1 2022, filed 13 May 2022.