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Hancock Whitney Investment Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Hancock Whitney Investment Services’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,305
Closed -$270K – 58
2022
Q1 		$270K Buy
2,305
+299
+15% +$34.1K 0.16% 54
2021
Q4 		$244K Buy
+2,006
New +$231K 0.04% 260

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Charles Schwab
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hancock Whitney Investment Services's RWR Position: Q2 2022 in Review

Hancock Whitney Investment Services sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 2,305 shares — an estimated $270K sold.

Hancock Whitney Investment Services first reported a position in RWR in Q4 2021 and held it in 2 quarters. The position peaked at $270K in Q1 2022. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

  • Hancock Whitney Investment Services reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Hancock Whitney Investment Services sold 2,305 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $270K.
  • Hancock Whitney Investment Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and held it in 2 quarters.
  • Hancock Whitney Investment Services's State Street SPDR Dow Jones REIT ETF position peaked at $270K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q2 2022, filed 9 Aug 2022.