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Sutton Wealth Advisors’s Hancock Whitney HWC Stock Holding History

Sutton Wealth 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
2022
Q3 		– Sell
-11
Closed -$488 – 1681
2022
Q2 		$488 Hold
11
– – ﹤0.01% 1463
2022
Q1 		$574 Hold
11
– – ﹤0.01% 1459
2021
Q4 		$550 Buy
+11
New +$549 ﹤0.01% 1493

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sutton Wealth Advisors's HWC Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of Hancock Whitney (HWC) in Q3 2022, closing a stake of 11 shares — an estimated $488 sold.

Sutton Wealth Advisors first reported a position in HWC in Q4 2021 and held it in 3 quarters. The position peaked at $574 in Q1 2022. 306 funds tracked by Wall St. Rank hold HWC as of Q3 2022.

  • Sutton Wealth Advisors reported no remaining Hancock Whitney position as of Q3 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 11 Hancock Whitney shares in Q3 2022, an estimated $488.
  • Sutton Wealth Advisors first reported a position in Hancock Whitney in Q4 2021 and held it in 3 quarters.
  • Sutton Wealth Advisors's Hancock Whitney position peaked at $574 in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.