Baldwin Wealth Partners’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,918
| Closed | -$145K | – | 806 |
|
|
2023
Q1 | $145K | Sell |
14,918
-3,500
| -19% | -$77.8K | 0.01% | 274 |
|
|
2022
Q4 | $423K | Hold |
18,418
| – | – | 0.04% | 172 |
|
|
2022
Q3 | $416K | Sell |
18,418
-2,000
| -10% | -$53.8K | 0.06% | 108 |
|
|
2022
Q2 | $544K | Hold |
20,418
| – | – | 0.07% | 101 |
|
|
2022
Q1 | $881K | Buy |
20,418
+10,000
| +96% | +$472K | 0.09% | 82 |
|
|
2021
Q4 | $471K | Hold |
10,418
| – | – | 0.05% | 135 |
|
|
2021
Q3 | $472K | Hold |
10,418
| – | – | 0.05% | 120 |
|
|
2021
Q2 | $429K | Hold |
10,418
| – | – | 0.05% | 136 |
|
|
2021
Q1 | $397K | Sell |
10,418
-180
| -2% | -$6.32K | 0.05% | 127 |
|
|
2020
Q4 | $269K | Sell |
10,598
-600
| -5% | -$13.4K | 0.03% | 149 |
|
|
2020
Q3 | $191K | Buy |
11,198
+4,000
| +56% | +$74.2K | 0.03% | 161 |
|
|
2020
Q2 | $142K | Sell |
7,198
-4,420
| -38% | -$81.9K | 0.02% | 179 |
|
|
2020
Q1 | $208K | Sell |
11,618
-10,000
| -46% | -$313K | 0.04% | 143 |
|
|
2019
Q4 | $827K | Hold |
21,618
| – | – | 0.12% | 86 |
|
|
2019
Q3 | $786K | Hold |
21,618
| – | – | 0.12% | 84 |
|
|
2019
Q2 | $839K | Hold |
21,618
| – | – | 0.12% | 91 |
|
|
2019
Q1 | $813K | Hold |
21,618
| – | – | 0.12% | 96 |
|
|
2018
Q4 | $719K | Buy |
21,618
+6,736
| +45% | +$269K | 0.12% | 94 |
|
|
2018
Q3 | $709K | Hold |
14,882
| – | – | 0.1% | 104 |
|
|
2018
Q2 | $735K | Hold |
14,882
| – | – | 0.11% | 102 |
|
|
2018
Q1 | $737K | Hold |
14,882
| – | – | 0.12% | 100 |
|
|
2017
Q4 | $750K | Hold |
14,882
| – | – | 0.12% | 105 |
|
|
2017
Q3 | $752K | Sell |
14,882
-710
| -5% | -$33.2K | 0.12% | 103 |
|
|
2017
Q2 | $728K | Hold |
15,592
| – | – | 0.12% | 105 |
|
|
2017
Q1 | $830K | Hold |
15,592
| – | – | 0.14% | 98 |
|
|
2016
Q4 | $849K | Hold |
15,592
| – | – | 0.15% | 89 |
|
|
2016
Q3 | $669K | Hold |
15,592
| – | – | 0.12% | 104 |
|
|
2016
Q2 | $620K | Buy |
15,592
+700
| +5% | +$27.4K | 0.13% | 100 |
|
|
2016
Q1 | $553K | Hold |
14,892
| – | – | 0.1% | 139 |
|
|
2015
Q4 | $642K | Hold |
14,892
| – | – | 0.1% | 141 |
|
|
2015
Q3 | $638K | Sell |
14,892
-28
| -0.2% | -$1.25K | 0.11% | 149 |
|
|
2015
Q2 | $698K | Hold |
14,920
| – | – | 0.1% | 152 |
|
|
2015
Q1 | $700K | Hold |
14,920
| – | – | 0.1% | 149 |
|
|
2014
Q4 | $678K | Hold |
14,920
| – | – | 0.1% | 154 |
|
|
2014
Q3 | $615K | Sell |
14,920
-70
| -0.5% | -$2.94K | 0.09% | 167 |
|
|
2014
Q2 | $647K | Buy |
+14,990
| New | +$625K | 0.1% | 158 |
|
Other funds holding PACW
CCMLC
DAM
Baldwin Wealth Partners's PACW Position: Q2 2023 in Review
Baldwin Wealth Partners sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 14,918 shares — an estimated $145K sold.
Baldwin Wealth Partners first reported a position in PACW in Q2 2014 and held it in 36 quarters. The position peaked at $881K in Q1 2022. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.
- Baldwin Wealth Partners reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
- Baldwin Wealth Partners sold 14,918 PacWest Bancorp shares in Q2 2023, an estimated $145K.
- Baldwin Wealth Partners first reported a position in PacWest Bancorp in Q2 2014 and held it in 36 quarters.
- Baldwin Wealth Partners's PacWest Bancorp position peaked at $881K in Q1 2022.
- 259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.
Based on Baldwin Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.