TCI Wealth Advisors’s Hancock Whitney HWC Stock Holding History

TCI 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
2023 Q2	–	Sell	-2	Closed	-$73	–	1115
2023 Q1	$73	Sell	2 -351	-99%	-$16.4K	﹤0.01%	2419
2022 Q4	$17.1K	Buy	353 +1	+0.3%	+$52	﹤0.01%	770
2022 Q3	$16K	Buy	352 +5	+1%	+$241	﹤0.01%	766
2022 Q2	$15K	Buy	347 +101	+41%	+$4.8K	﹤0.01%	764
2022 Q1	$13K	Hold	246	–	–	﹤0.01%	930
2021 Q4	$12K	Hold	246	–	–	﹤0.01%	1033
2021 Q3	$12K	Buy	246 +90	+58%	+$3.99K	﹤0.01%	979
2021 Q2	$7K	Hold	156	–	–	﹤0.01%	1209
2021 Q1	$7K	Buy	+156	New	+$6.14K	﹤0.01%	1055
2020 Q3	–	Sell	-174	Closed	-$4K	–	1582
2020 Q2	$4K	Buy	+174	New	+$3.59K	﹤0.01%	810

Other funds holding HWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCI Wealth Advisors's HWC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Hancock Whitney (HWC) in Q2 2023, closing a stake of 2 shares — an estimated $73 sold.

TCI Wealth Advisors first reported a position in HWC in Q2 2020 and held it in 10 quarters. The position peaked at $17.1K in Q4 2022. 274 funds tracked by Wall St. Rank hold HWC as of Q2 2023.

TCI Wealth Advisors reported no remaining Hancock Whitney position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2 Hancock Whitney shares in Q2 2023, an estimated $73.
TCI Wealth Advisors first reported a position in Hancock Whitney in Q2 2020 and held it in 10 quarters.
TCI Wealth Advisors's Hancock Whitney position peaked at $17.1K in Q4 2022.
274 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.