AF
PACW

Advisornet Financial’s PacWest Bancorp PACW Stock Holding History

Advisornet Financial’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,206
Closed -$17.4K – 2518
2023
Q3 		$17.4K Buy
+2,206
New +$18.4K ﹤0.01% 1074
2023
Q1 		– Sell
-5
Closed -$115 – 2503
2022
Q4 		$115 Sell
5
-5
-50% -$121 ﹤0.01% 2281
2022
Q3 		$0 Buy
+10
New +$269 ﹤0.01% 2087
2022
Q2 		– Sell
-21
Closed -$1K – 2202
2022
Q1 		$1K Hold
21
– – ﹤0.01% 1962
2021
Q4 		$1K Buy
21
+5
+31% +$233 ﹤0.01% 1990
2021
Q3 		$1K Hold
16
– – ﹤0.01% 1857
2021
Q2 		$1K Hold
16
– – ﹤0.01% 1784
2021
Q1 		$1K Hold
16
– – ﹤0.01% 1735
2020
Q4 		$0 Hold
16
– – ﹤0.01% 1877
2020
Q3 		$0 Hold
16
– – ﹤0.01% 1916
2020
Q2 		$0 Buy
+16
New +$296 ﹤0.01% 1963

Other funds holding PACW

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Advisornet Financial's PACW Position: Q4 2023 in Review

Advisornet Financial sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 2,206 shares — an estimated $17.4K sold.

Advisornet Financial first reported a position in PACW in Q2 2020 and held it in 11 quarters. The position peaked at $17.4K in Q3 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Advisornet Financial reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 2,206 PacWest Bancorp shares in Q4 2023, an estimated $17.4K.
  • Advisornet Financial first reported a position in PacWest Bancorp in Q2 2020 and held it in 11 quarters.
  • Advisornet Financial's PacWest Bancorp position peaked at $17.4K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.