TWA
HWC icon

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
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return