PSI Advisors’s Hancock Whitney HWC Stock Holding History

PSI 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
2025 Q1	–	Sell	-39	Closed	-$2.09K	–	834
2024 Q4	$2.09K	Buy	39 +1	+3%	+$55	﹤0.01%	727
2024 Q3	$1.94K	Hold	38	–	–	﹤0.01%	746
2024 Q2	$1.8K	Buy	38 +1	+3%	+$46	﹤0.01%	723
2024 Q1	$1.72K	Sell	37 -1	-3%	-$44	﹤0.01%	671
2023 Q4	$1.8K	Buy	38 +1	+3%	+$40	﹤0.01%	721
2023 Q3	$1.36K	Hold	37	–	–	﹤0.01%	712
2023 Q2	$1.4K	Buy	37 +1	+3%	+$37	﹤0.01%	686
2023 Q1	$1.32K	Hold	36	–	–	﹤0.01%	644
2022 Q4	$1.74K	Hold	36	–	–	﹤0.01%	618
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	621
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	665
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	623
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	666
2021 Q3	$2K	Buy	+36	New	+$1.59K	﹤0.01%	653
2020 Q1	–	Sell	-629	Closed	-$27K	–	307
2019 Q4	$27K	Buy	+629	New	+$25.5K	0.02%	336

Other funds holding HWC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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

Wellington Management Group

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

Geode Capital Management

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Allspring Global Investments

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return