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Valley Wealth Managers’s Hancock Whitney HWC Stock Holding History

Valley Wealth Managers’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
2022
Q4 		– Sell
-15
Closed -$1K – 410
2022
Q3 		$1K Hold
15
– – ﹤0.01% 401
2022
Q2 		$1K Buy
+15
New +$714 ﹤0.01% 412

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valley Wealth Managers's HWC Position: Q4 2022 in Review

Valley Wealth Managers sold out of Hancock Whitney (HWC) in Q4 2022, closing a stake of 15 shares — an estimated $1K sold.

Valley Wealth Managers first reported a position in HWC in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 319 funds tracked by Wall St. Rank hold HWC as of Q4 2022.

  • Valley Wealth Managers reported no remaining Hancock Whitney position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 15 Hancock Whitney shares in Q4 2022, an estimated $1K.
  • Valley Wealth Managers first reported a position in Hancock Whitney in Q2 2022 and held it in 2 quarters.
  • Valley Wealth Managers's Hancock Whitney position peaked at $1K in Q3 2022.
  • 319 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.