TruWealth Advisors’s Hancock Whitney HWC Stock Holding History

TruWealth 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
2021 Q4	–	Sell	-5,318	Closed	-$251K	–	127
2021 Q3	$251K	Buy	+5,318	New	+$236K	0.03%	102

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

TruWealth Advisors's HWC Position: Q4 2021 in Review

TruWealth Advisors sold out of Hancock Whitney (HWC) in Q4 2021, closing a stake of 5,318 shares — an estimated $251K sold.

TruWealth Advisors first reported a position in HWC in Q3 2021 and held it in 1 quarter. The position peaked at $251K in Q3 2021. 266 funds tracked by Wall St. Rank hold HWC as of Q4 2021.

TruWealth Advisors reported no remaining Hancock Whitney position as of Q4 2021 after selling out during the quarter.
TruWealth Advisors sold 5,318 Hancock Whitney shares in Q4 2021, an estimated $251K.
TruWealth Advisors first reported a position in Hancock Whitney in Q3 2021 and held it in 1 quarter.
TruWealth Advisors's Hancock Whitney position peaked at $251K in Q3 2021.
266 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2021.

Based on TruWealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.