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Sowell Financial Services’s Hancock Whitney HWC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-156
Closed -$8K – 1503
2021
Q1 		$8K Buy
+156
New +$6.14K ﹤0.01% 2403
2020
Q3 		– Sell
-9
Closed – – 2609
2020
Q2 		$0 Hold
9
– – ﹤0.01% 2552
2020
Q1 		$0 Hold
9
– – ﹤0.01% 2543
2019
Q4 		$0 Sell
9
-50
-85% -$2.03K ﹤0.01% 2581
2019
Q3 		$2K Buy
+59
New +$2.24K ﹤0.01% 2083

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sowell Financial Services's HWC Position: Q2 2021 in Review

Sowell Financial Services sold out of Hancock Whitney (HWC) in Q2 2021, closing a stake of 156 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in HWC in Q3 2019 and held it in 5 quarters. The position peaked at $8K in Q1 2021. 247 funds tracked by Wall St. Rank hold HWC as of Q2 2021.

  • Sowell Financial Services reported no remaining Hancock Whitney position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 156 Hancock Whitney shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Hancock Whitney in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Hancock Whitney position peaked at $8K in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.