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Nicola Wealth Management’s Hancock Whitney HWC Stock Holding History

Nicola 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
2023
Q1 		– Sell
-29,000
Closed -$1.9M – 119
2022
Q4 		$1.9M Buy
29,000
+8,000
+38% +$414K 0.19% 97
2022
Q3 		$1.32M Buy
21,000
+13,000
+163% +$625K 0.14% 106
2022
Q2 		$457K Buy
+8,000
New +$381K 0.04% 132

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nicola Wealth Management's HWC Position: Q1 2023 in Review

Nicola Wealth Management sold out of Hancock Whitney (HWC) in Q1 2023, closing a stake of 29,000 shares — an estimated $1.9M sold.

Nicola Wealth Management first reported a position in HWC in Q2 2022 and held it in 3 quarters. The position peaked at $1.9M in Q4 2022. 294 funds tracked by Wall St. Rank hold HWC as of Q1 2023.

  • Nicola Wealth Management reported no remaining Hancock Whitney position as of Q1 2023 after selling out during the quarter.
  • Nicola Wealth Management sold 29,000 Hancock Whitney shares in Q1 2023, an estimated $1.9M.
  • Nicola Wealth Management first reported a position in Hancock Whitney in Q2 2022 and held it in 3 quarters.
  • Nicola Wealth Management's Hancock Whitney position peaked at $1.9M in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2023.

Based on Nicola Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.