Avior Wealth Management’s PacWest Bancorp PACW Stock Holding History

Avior Wealth Management’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	-5,000	Closed	-$39.5K	–	1686
2023 Q3	$39.5K	Hold	5,000	–	–	﹤0.01%	804
2023 Q2	$40.8K	Hold	5,000	–	–	﹤0.01%	810
2023 Q1	$48.6K	Buy	+5,000	New	+$111K	﹤0.01%	772
2019 Q1	–	Sell	-4,006	Closed	-$133K	–	736
2018 Q4	$133K	Buy	4,006 +279	+7%	+$11.1K	0.03%	391
2018 Q3	$178K	Buy	3,727 +3,350	+889%	+$169K	0.04%	372
2018 Q2	$184K	Sell	377 -3,744	-91%	-$196K	0.04%	346
2018 Q1	$204K	Sell	4,121 -279	-6%	-$14.6K	0.05%	305
2017 Q4	$222K	Buy	+4,400	New	+$210K	0.05%	305

Other funds holding PACW

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Avior Wealth Management's PACW Position: Q4 2023 in Review

Avior Wealth Management sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 5,000 shares — an estimated $39.5K sold.

Avior Wealth Management first reported a position in PACW in Q4 2017 and held it in 8 quarters. The position peaked at $222K in Q4 2017. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

Avior Wealth Management reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 5,000 PacWest Bancorp shares in Q4 2023, an estimated $39.5K.
Avior Wealth Management first reported a position in PacWest Bancorp in Q4 2017 and held it in 8 quarters.
Avior Wealth Management's PacWest Bancorp position peaked at $222K in Q4 2017.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.