Cambridge Investment Research Advisors
PACW

Cambridge Investment Research Advisors’s PacWest Bancorp PACW Stock Holding History

Cambridge Investment Research 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
-22,178
Closed -$175K – 3336
2023
Q3 		$175K Sell
22,178
-6,657
-23% -$55.5K ﹤0.01% 2862
2023
Q2 		$235K Buy
28,835
+11,612
+67% +$93.6K ﹤0.01% 2745
2023
Q1 		$168K Buy
17,223
+4,141
+32% +$92.1K ﹤0.01% 2876
2022
Q4 		$300K Buy
13,082
+2,346
+22% +$56.9K ﹤0.01% 2430
2022
Q3 		$243K Sell
10,736
-8,294
-44% -$223K ﹤0.01% 2552
2022
Q2 		$507K Sell
19,030
-6,207
-25% -$201K ﹤0.01% 1951
2022
Q1 		$1.09M Sell
25,237
-1,664
-6% -$78.5K 0.01% 1517
2021
Q4 		$1.22M Sell
26,901
-1,405
-5% -$65.5K 0.01% 1449
2021
Q3 		$1.28M Sell
28,306
-9
-0% -$373 0.01% 1354
2021
Q2 		$1.17M Buy
28,315
+1,026
+4% +$43.9K 0.01% 1424
2021
Q1 		$1.04M Buy
27,289
+2,775
+11% +$97.4K 0.01% 1413
2020
Q4 		$623K Buy
24,514
+521
+2% +$11.6K ﹤0.01% 1620
2020
Q3 		$410K Sell
23,993
-333
-1% -$6.18K ﹤0.01% 1730
2020
Q2 		$479K Buy
24,326
+4,795
+25% +$88.8K ﹤0.01% 1580
2020
Q1 		$350K Buy
19,531
+1,942
+11% +$60.9K ﹤0.01% 1586
2019
Q4 		$673K Buy
17,589
+1,492
+9% +$56.1K 0.01% 1388
2019
Q3 		$585K Buy
16,097
+10,011
+164% +$362K 0.01% 1400
2019
Q2 		$236K Buy
+6,086
New +$235K ﹤0.01% 1901
2017
Q2 		– Sell
-3,988
Closed -$212K – 1993
2017
Q1 		$212K Sell
3,988
-904
-18% -$49.6K ﹤0.01% 1581
2016
Q4 		$266K Sell
4,892
-331
-6% -$16K 0.01% 1349
2016
Q3 		$224K Sell
5,223
-626
-11% -$26.1K ﹤0.01% 1483
2016
Q2 		$233K Buy
+5,849
New +$229K ﹤0.01% 1311

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 $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cambridge Investment Research Advisors's PACW Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 22,178 shares — an estimated $175K sold.

Cambridge Investment Research Advisors first reported a position in PACW in Q2 2016 and held it in 22 quarters. The position peaked at $1.28M in Q3 2021. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 22,178 PacWest Bancorp shares in Q4 2023, an estimated $175K.
  • Cambridge Investment Research Advisors first reported a position in PacWest Bancorp in Q2 2016 and held it in 22 quarters.
  • Cambridge Investment Research Advisors's PacWest Bancorp position peaked at $1.28M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.