Atwood & Palmer’s PacWest Bancorp PACW Stock Holding History

Atwood & Palmer’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	-1,000	Closed	-$7.91K	–	443
2023 Q3	$7.91K	Hold	1,000	–	–	﹤0.01%	317
2023 Q2	$8.15K	Sell	1,000 -2,000	-67%	-$16.1K	﹤0.01%	322
2023 Q1	$29.2K	Hold	3,000	–	–	﹤0.01%	238
2022 Q4	$68.8K	Sell	3,000 -300	-9%	-$7.28K	0.01%	195
2022 Q3	$75K	Hold	3,300	–	–	0.01%	186
2022 Q2	$88K	Buy	3,300 +300	+10%	+$9.71K	0.01%	178
2022 Q1	$129K	Hold	3,000	–	–	0.01%	157
2021 Q4	$136K	Hold	3,000	–	–	0.01%	162
2021 Q3	$136K	Hold	3,000	–	–	0.01%	162
2021 Q2	$123K	Sell	3,000 -2,000	-40%	-$85.6K	0.01%	173
2021 Q1	$191K	Hold	5,000	–	–	0.02%	144
2020 Q4	$127K	Hold	5,000	–	–	0.01%	161
2020 Q3	$85K	Sell	5,000 -200	-4%	-$3.71K	0.01%	168
2020 Q2	$102K	Hold	5,200	–	–	0.01%	158
2020 Q1	$93K	Hold	5,200	–	–	0.01%	154
2019 Q4	$199K	Sell	5,200 -50	-1%	-$1.88K	0.03%	121
2019 Q3	$191K	Hold	5,250	–	–	0.03%	127
2019 Q2	$204K	Sell	5,250 -1,500	-22%	-$58K	0.03%	121
2019 Q1	$254K	Hold	6,750	–	–	0.04%	113
2018 Q4	$225K	Hold	6,750	–	–	0.04%	110
2018 Q3	$322K	Hold	6,750	–	–	0.04%	101
2018 Q2	$334K	Hold	6,750	–	–	0.05%	96
2018 Q1	$334K	Sell	6,750 -1,000	-13%	-$52.2K	0.05%	99
2017 Q4	$391K	Hold	7,750	–	–	0.05%	95
2017 Q3	$391K	Hold	7,750	–	–	0.06%	95
2017 Q2	$362K	Sell	7,750 -500	-6%	-$24.4K	0.06%	95
2017 Q1	$439K	Hold	8,250	–	–	0.07%	83
2016 Q4	$449K	Hold	8,250	–	–	0.08%	79
2016 Q3	$354K	Hold	8,250	–	–	0.06%	84
2016 Q2	$328K	Hold	8,250	–	–	0.06%	90
2016 Q1	$306K	Sell	8,250 -1,050	-11%	-$37.2K	0.05%	93
2015 Q4	$401K	Buy	+9,300	New	+$418K	0.08%	96
2015 Q3	–	Sell	-9,700	Closed	-$454K	–	460
2015 Q2	$454K	Hold	9,700	–	–	0.08%	98
2015 Q1	$455K	Sell	9,700 -3,561	-27%	-$161K	0.08%	99
2014 Q4	$603K	Sell	13,261 -739	-5%	-$32.4K	0.11%	81
2014 Q3	$577K	Buy	14,000 +3,500	+33%	+$147K	0.11%	87
2014 Q2	$453K	Buy	+10,500	New	+$438K	0.12%	87

Other funds holding PACW

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Atwood & Palmer's PACW Position: Q4 2023 in Review

Atwood & Palmer sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 1,000 shares — an estimated $7.91K sold.

Atwood & Palmer first reported a position in PACW in Q2 2014 and held it in 37 quarters. The position peaked at $603K in Q4 2014. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

Atwood & Palmer reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
Atwood & Palmer sold 1,000 PacWest Bancorp shares in Q4 2023, an estimated $7.91K.
Atwood & Palmer first reported a position in PacWest Bancorp in Q2 2014 and held it in 37 quarters.
Atwood & Palmer's PacWest Bancorp position peaked at $603K in Q4 2014.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.