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Valeo Financial Advisors’s Hancock Whitney HWC Stock Holding History

Valeo Financial 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
Q2 		– Sell
-457
Closed -$19K – 1093
2021
Q1 		$19K Buy
+457
New +$18K ﹤0.01% 1176

Other funds holding HWC

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Vanguard Group
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $3.38T AUM 44.17% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Valeo Financial Advisors's HWC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Hancock Whitney (HWC) in Q2 2021, closing a stake of 457 shares — an estimated $19K sold.

Valeo Financial Advisors first reported a position in HWC in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 247 funds tracked by Wall St. Rank hold HWC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Hancock Whitney position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 457 Hancock Whitney shares in Q2 2021, an estimated $19K.
  • Valeo Financial Advisors first reported a position in Hancock Whitney in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Hancock Whitney position peaked at $19K in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.