AF
PACW

Allworth Financial’s PacWest Bancorp PACW Stock Holding History

Allworth 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
-135
Closed -$1.07K – 3671
2023
Q3 		$1.07K Buy
135
+35
+35% +$292 ﹤0.01% 2829
2023
Q2 		$815 Sell
100
-98
-49% -$790 ﹤0.01% 2794
2023
Q1 		$1.92K Sell
198
-569
-74% -$12.7K ﹤0.01% 2421
2022
Q4 		$17.6K Buy
767
+552
+257% +$13.4K ﹤0.01% 1426
2022
Q3 		$5K Buy
215
+10
+5% +$269 ﹤0.01% 1912
2022
Q2 		$5K Buy
205
+190
+1,267% +$6.15K ﹤0.01% 1781
2022
Q1 		$1K Buy
15
+9
+150% +$425 ﹤0.01% 2053
2021
Q4 		$0 Hold
6
– – ﹤0.01% 2173
2021
Q3 		$0 Buy
+6
New +$249 ﹤0.01% 2002

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

Allworth Financial's PACW Position: Q4 2023 in Review

Allworth Financial sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 135 shares — an estimated $1.07K sold.

Allworth Financial first reported a position in PACW in Q3 2021 and held it in 9 quarters. The position peaked at $17.6K in Q4 2022. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Allworth Financial reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 135 PacWest Bancorp shares in Q4 2023, an estimated $1.07K.
  • Allworth Financial first reported a position in PacWest Bancorp in Q3 2021 and held it in 9 quarters.
  • Allworth Financial's PacWest Bancorp position peaked at $17.6K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.