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WAM
Wealthspire Advisors (Maryland)’s
Hancock Whitney
HWC
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-97
Closed
-$4K
–
1174
2019
Q1
$4K
Buy
97
+17
+21%
+$697
﹤0.01%
1903
2018
Q4
$3K
Sell
80
-48
-38%
-$1.94K
﹤0.01%
1948
2018
Q3
$6K
Hold
128
–
–
﹤0.01%
1729
2018
Q2
$6K
Sell
128
-14
-10%
-$710
﹤0.01%
1718
2018
Q1
$7K
Hold
142
–
–
﹤0.01%
1681
2017
Q4
$7K
Buy
142
+55
+63%
+$2.72K
﹤0.01%
1722
2017
Q3
$4K
Hold
87
–
–
﹤0.01%
1848
2017
Q2
$4K
Hold
87
–
–
﹤0.01%
1822
2017
Q1
$4K
Buy
87
+15
+21%
+$685
﹤0.01%
1562
2016
Q4
$3K
Hold
72
–
–
﹤0.01%
1475
2016
Q3
$2K
Hold
72
–
–
﹤0.01%
1551
2016
Q2
$2K
Hold
72
–
–
﹤0.01%
1514
2016
Q1
$2K
Hold
72
–
–
﹤0.01%
1535
2015
Q4
$2K
Buy
+72
New
+$1.96K
﹤0.01%
1522
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1-Year Est. Return
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1-Year Est. Return
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$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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