BIA
PACW

Bell Investment Advisors’s PacWest Bancorp PACW Stock Holding History

Bell Investment 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
-22
Closed -$175 – 2029
2023
Q3 		$175 Hold
22
– – ﹤0.01% 1905
2023
Q2 		$180 Hold
22
– – ﹤0.01% 1908
2023
Q1 		$215 Sell
22
-110
-83% -$2.45K ﹤0.01% 1901
2022
Q4 		$3.03K Buy
132
+34
+35% +$825 ﹤0.01% 1058
2022
Q3 		$2K Sell
98
-69
-41% -$1.86K ﹤0.01% 1272
2022
Q2 		$4K Buy
+167
New +$5.4K ﹤0.01% 874

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

Bell Investment Advisors's PACW Position: Q4 2023 in Review

Bell Investment Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 22 shares — an estimated $175 sold.

Bell Investment Advisors first reported a position in PACW in Q2 2022 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Bell Investment Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 22 PacWest Bancorp shares in Q4 2023, an estimated $175.
  • Bell Investment Advisors first reported a position in PacWest Bancorp in Q2 2022 and held it in 6 quarters.
  • Bell Investment Advisors's PacWest Bancorp position peaked at $4K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.