Avantax Advisory Services’s PacWest Bancorp PACW Stock Holding History

Avantax Advisory Services’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	-18,582	Closed	-$147K	–	1690
2023 Q3	$147K	Buy	+18,582	New	+$155K	﹤0.01%	1463
2020 Q4	–	Sell	-10,751	Closed	-$184K	–	1385
2020 Q3	$184K	Buy	+10,751	New	+$199K	﹤0.01%	1240
2020 Q1	–	Sell	-6,971	Closed	-$266K	–	909
2019 Q4	$266K	Buy	6,971 +728	+12%	+$27.4K	0.01%	669
2019 Q3	$226K	Buy	6,243 +243	+4%	+$8.78K	0.01%	506
2019 Q2	$233K	Hold	6,000	–	–	0.01%	450
2019 Q1	$226K	Sell	6,000 -231	-4%	-$8.95K	0.01%	428
2018 Q4	$208K	Buy	+6,231	New	+$248K	0.04%	374

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

Avantax Advisory Services's PACW Position: Q4 2023 in Review

Avantax Advisory Services sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 18,582 shares — an estimated $147K sold.

Avantax Advisory Services first reported a position in PACW in Q4 2018 and held it in 7 quarters. The position peaked at $266K in Q4 2019. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

Avantax Advisory Services reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 18,582 PacWest Bancorp shares in Q4 2023, an estimated $147K.
Avantax Advisory Services first reported a position in PacWest Bancorp in Q4 2018 and held it in 7 quarters.
Avantax Advisory Services's PacWest Bancorp position peaked at $266K in Q4 2019.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.