ACA
PACW

Atlas Capital Advisors’s PacWest Bancorp PACW Stock Holding History

Atlas Capital Advisors’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
-56,458
Closed -$447K – 931
2023
Q3 		$447K Hold
56,458
– – 0.07% 211
2023
Q2 		$460K Hold
56,458
– – 0.07% 214
2023
Q1 		$549K Hold
56,458
– – 0.09% 176
2022
Q4 		$1.3M Hold
56,458
– – 0.22% 92
2022
Q3 		$1.28M Hold
56,458
– – 0.23% 84
2022
Q2 		$1.51M Buy
56,458
+10,999
+24% +$356K 0.26% 79
2022
Q1 		$1.96M Hold
45,459
– – 0.3% 70
2021
Q4 		$2.05M Hold
45,459
– – 0.31% 71
2021
Q3 		$2.06M Hold
45,459
– – 0.33% 64
2021
Q2 		$1.87M Hold
45,459
– – 0.31% 75
2021
Q1 		$1.73M Hold
45,459
– – 0.34% 71
2020
Q4 		$1.15M Sell
45,459
-31,700
-41% -$707K 0.24% 87
2020
Q3 		$1.32M Sell
77,159
-1
-0% -$19 0.31% 75
2020
Q2 		$1.52M Buy
77,160
+4,603
+6% +$85.3K 0.36% 64
2020
Q1 		$1.3M Buy
+72,557
New +$2.27M 0.39% 61

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

Atlas Capital Advisors's PACW Position: Q4 2023 in Review

Atlas Capital Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 56,458 shares — an estimated $447K sold.

Atlas Capital Advisors first reported a position in PACW in Q1 2020 and held it in 15 quarters. The position peaked at $2.06M in Q3 2021. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Atlas Capital Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 56,458 PacWest Bancorp shares in Q4 2023, an estimated $447K.
  • Atlas Capital Advisors first reported a position in PacWest Bancorp in Q1 2020 and held it in 15 quarters.
  • Atlas Capital Advisors's PacWest Bancorp position peaked at $2.06M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Atlas Capital Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.