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Newbridge Financial Services Group’s Hancock Whitney HWC Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-814
Closed -$36K – 1488
2021
Q2 		$36K Hold
814
– – 0.02% 541
2021
Q1 		$34K Buy
+814
New +$32K 0.03% 511

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Newbridge Financial Services Group's HWC Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Hancock Whitney (HWC) in Q3 2021, closing a stake of 814 shares — an estimated $36K sold.

Newbridge Financial Services Group first reported a position in HWC in Q1 2021 and held it in 2 quarters. The position peaked at $36K in Q2 2021. 248 funds tracked by Wall St. Rank hold HWC as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Hancock Whitney position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 814 Hancock Whitney shares in Q3 2021, an estimated $36K.
  • Newbridge Financial Services Group first reported a position in Hancock Whitney in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Hancock Whitney position peaked at $36K in Q2 2021.
  • 248 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.