Hennion & Walsh Asset Management’s Hancock Whitney HWC Stock Holding History

Hennion & Walsh Asset 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
2024 Q4	–	Sell	-5,868	Closed	-$300K	–	881
2024 Q3	$300K	Sell	5,868 -570	-9%	-$29K	0.01%	736
2024 Q2	$308K	Sell	6,438 -3,494	-35%	-$160K	0.02%	717
2024 Q1	$457K	Sell	9,932 -85	-0.8%	-$3.78K	0.02%	590
2023 Q4	$487K	Buy	10,017 +510	+5%	+$20.4K	0.03%	555
2023 Q3	$352K	Buy	9,507 +504	+6%	+$20.6K	0.02%	616
2023 Q2	$346K	Buy	+9,003	New	+$335K	0.02%	611
2023 Q1	–	Sell	-4,174	Closed	-$202K	–	789
2022 Q4	$202K	Buy	+4,174	New	+$216K	0.01%	730

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Hennion & Walsh Asset Management's HWC Position: Q4 2024 in Review

Hennion & Walsh Asset Management sold out of Hancock Whitney (HWC) in Q4 2024, closing a stake of 5,868 shares — an estimated $300K sold.

Hennion & Walsh Asset Management first reported a position in HWC in Q4 2022 and held it in 7 quarters. The position peaked at $487K in Q4 2023. 345 funds tracked by Wall St. Rank hold HWC as of Q4 2024.

Hennion & Walsh Asset Management reported no remaining Hancock Whitney position as of Q4 2024 after selling out during the quarter.
Hennion & Walsh Asset Management sold 5,868 Hancock Whitney shares in Q4 2024, an estimated $300K.
Hennion & Walsh Asset Management first reported a position in Hancock Whitney in Q4 2022 and held it in 7 quarters.
Hennion & Walsh Asset Management's Hancock Whitney position peaked at $487K in Q4 2023.
345 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.