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Valley National Advisers’s Hancock Whitney HWC Stock Holding History

Valley National Advisers’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
Q3 		– Sell
-30
Closed -$1K – 923
2024
Q2 		$1K Hold
30
– – ﹤0.01% 1052
2024
Q1 		$1K Hold
30
– – ﹤0.01% 1091
2023
Q4 		$1K Buy
+30
New +$1.2K ﹤0.01% 1078

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 $3.38T AUM 44.17% 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

Valley National Advisers's HWC Position: Q3 2024 in Review

Valley National Advisers sold out of Hancock Whitney (HWC) in Q3 2024, closing a stake of 30 shares — an estimated $1K sold.

Valley National Advisers first reported a position in HWC in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q2 2024. 322 funds tracked by Wall St. Rank hold HWC as of Q3 2024.

  • Valley National Advisers reported no remaining Hancock Whitney position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 30 Hancock Whitney shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Hancock Whitney in Q4 2023 and held it in 3 quarters.
  • Valley National Advisers's Hancock Whitney position peaked at $1K in Q2 2024.
  • 322 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.