Lenox Wealth Advisors’s Hancock Whitney HWC Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-71	Closed	-$4K	–	864
2021 Q4	$4K	Buy	+71	New	+$3.54K	﹤0.01%	631
2016 Q1	–	Sell	-31	Closed	-$1K	–	325
2015 Q4	$1K	Buy	+31	New	+$846	﹤0.01%	399

Other funds holding HWC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's HWC Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Hancock Whitney (HWC) in Q1 2022, closing a stake of 71 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in HWC in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 287 funds tracked by Wall St. Rank hold HWC as of Q1 2022.

Lenox Wealth Advisors reported no remaining Hancock Whitney position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 71 Hancock Whitney shares in Q1 2022, an estimated $4K.
Lenox Wealth Advisors first reported a position in Hancock Whitney in Q4 2015 and held it in 2 quarters.
Lenox Wealth Advisors's Hancock Whitney position peaked at $4K in Q4 2021.
287 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.