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Harvest Group Wealth Management’s Hancock Whitney HWC Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-74
Closed -$3K – 329
2020
Q4 		$3K Hold
74
– – ﹤0.01% 300
2020
Q3 		$1K Hold
74
– – ﹤0.01% 460
2020
Q2 		$1K Hold
74
– – ﹤0.01% 387
2020
Q1 		$1K Buy
+74
New +$2.55K ﹤0.01% 393
2019
Q3 		– Sell
-26
Closed -$1K – 1067
2019
Q2 		$1K Hold
26
– – ﹤0.01% 736
2019
Q1 		$1K Buy
+26
New +$1.07K ﹤0.01% 783

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Harvest Group Wealth Management's HWC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Hancock Whitney (HWC) in Q1 2021, closing a stake of 74 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in HWC in Q1 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2020. 232 funds tracked by Wall St. Rank hold HWC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Hancock Whitney position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 74 Hancock Whitney shares in Q1 2021, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Hancock Whitney in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Hancock Whitney position peaked at $3K in Q4 2020.
  • 232 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.