Loring Wolcott & Coolidge Fiduciary Advisors’s Hancock Whitney HWC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-320	Closed	-$16K	–	674
2021 Q4	$16K	Hold	320	–	–	﹤0.01%	556
2021 Q3	$15K	Hold	320	–	–	﹤0.01%	544
2021 Q2	$14K	Buy	+320	New	+$14.9K	﹤0.01%	571
2021 Q1	–	Sell	-320	Closed	-$11K	–	491
2020 Q4	$11K	Buy	+320	New	+$8.62K	﹤0.01%	556
2019 Q4	–	Sell	-23	Closed	–	–	688
2019 Q3	$0	Hold	23	–	–	﹤0.01%	701
2019 Q2	$0	Hold	23	–	–	﹤0.01%	730
2019 Q1	$0	Hold	23	–	–	﹤0.01%	726
2018 Q4	$0	Hold	23	–	–	﹤0.01%	707
2018 Q3	$1K	Hold	23	–	–	﹤0.01%	632
2018 Q2	$1K	Hold	23	–	–	﹤0.01%	647
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	696
2017 Q4	$1K	Hold	23	–	–	﹤0.01%	695
2017 Q3	$1K	Buy	+23	New	+$1.05K	﹤0.01%	715

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HWC Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Hancock Whitney (HWC) in Q1 2022, closing a stake of 320 shares — an estimated $16K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HWC in Q3 2017 and held it in 13 quarters. The position peaked at $16K in Q4 2021. 287 funds tracked by Wall St. Rank hold HWC as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Hancock Whitney position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 320 Hancock Whitney shares in Q1 2022, an estimated $16K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Hancock Whitney in Q3 2017 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Hancock Whitney position peaked at $16K in Q4 2021.
287 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.