TWP
HWC icon

TFO Wealth Partners’s Hancock Whitney HWC Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-4
Closed -$184 – 382
2024
Q1 		$184 Hold
4
– – ﹤0.01% 510
2023
Q4 		$194 Hold
4
– – ﹤0.01% 653
2023
Q3 		$154 Hold
4
– – ﹤0.01% 905
2023
Q2 		$154 Hold
4
– – ﹤0.01% 573
2023
Q1 		$146 Sell
4
-92
-96% -$4.29K ﹤0.01% 558
2022
Q4 		$3.78K Buy
+96
New +$4.96K ﹤0.01% 192

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TFO Wealth Partners's HWC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Hancock Whitney (HWC) in Q2 2024, closing a stake of 4 shares — an estimated $184 sold.

TFO Wealth Partners first reported a position in HWC in Q4 2022 and held it in 6 quarters. The position peaked at $3.78K in Q4 2022. 298 funds tracked by Wall St. Rank hold HWC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Hancock Whitney position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Hancock Whitney shares in Q2 2024, an estimated $184.
  • TFO Wealth Partners first reported a position in Hancock Whitney in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Hancock Whitney position peaked at $3.78K in Q4 2022.
  • 298 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.