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Orion Portfolio Solutions’s Hancock Whitney HWC Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-316
Closed -$7K – 1150
2020
Q2 		$7K Buy
+316
New +$6.52K ﹤0.01% 1333
2020
Q1 		– Sell
-200
Closed -$9K – 2071
2019
Q4 		$9K Buy
+200
New +$8.11K ﹤0.01% 1039

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orion Portfolio Solutions's HWC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Hancock Whitney (HWC) in Q3 2020, closing a stake of 316 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in HWC in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 193 funds tracked by Wall St. Rank hold HWC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Hancock Whitney position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 316 Hancock Whitney shares in Q3 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in Hancock Whitney in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Hancock Whitney position peaked at $9K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.