Carson Wealth (CWM LLC)
PACW

Carson Wealth (CWM LLC)’s PacWest Bancorp PACW Stock Holding History

Carson Wealth (CWM LLC)’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
-11,717
Closed -$93K – 4644
2023
Q3 		$93K Buy
11,717
+476
+4% +$3.97K ﹤0.01% 1681
2023
Q2 		$92K Sell
11,241
-778
-6% -$6.27K ﹤0.01% 1612
2023
Q1 		$117K Buy
12,019
+2,091
+21% +$46.5K ﹤0.01% 1420
2022
Q4 		$228K Buy
9,928
+470
+5% +$11.4K ﹤0.01% 1051
2022
Q3 		$214K Buy
9,458
+9,005
+1,988% +$242K ﹤0.01% 1022
2022
Q2 		$12K Buy
453
+291
+180% +$9.41K ﹤0.01% 2496
2022
Q1 		$7K Buy
162
+67
+71% +$3.16K ﹤0.01% 2714
2021
Q4 		$4K Buy
+95
New +$4.43K ﹤0.01% 2915
2021
Q2 		$7K Hold
182
– – ﹤0.01% 2270
2021
Q1 		$7K Hold
182
– – ﹤0.01% 2270
2020
Q4 		$7K Hold
182
– – ﹤0.01% 2269
2020
Q3 		$7K Hold
182
– – ﹤0.01% 2267
2020
Q2 		$7K Hold
182
– – ﹤0.01% 2266
2020
Q1 		$7K Hold
182
– – ﹤0.01% 2266
2019
Q4 		$7K Hold
182
– – ﹤0.01% 2266
2019
Q3 		$7K Hold
182
– – ﹤0.01% 2265
2019
Q2 		$7K Hold
182
– – ﹤0.01% 2265
2019
Q1 		$7K Buy
182
+115
+172% +$4.46K ﹤0.01% 2263
2018
Q4 		$2K Buy
67
+34
+103% +$1.35K ﹤0.01% 1811
2018
Q3 		$2K Buy
33
+6
+22% +$302 ﹤0.01% 1584
2018
Q2 		$1K Hold
27
– – ﹤0.01% 1631
2018
Q1 		$1K Buy
+27
New +$1.41K ﹤0.01% 1353

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

Carson Wealth (CWM LLC)'s PACW Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 11,717 shares — an estimated $93K sold.

Carson Wealth (CWM LLC) first reported a position in PACW in Q1 2018 and held it in 22 quarters. The position peaked at $228K in Q4 2022. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 11,717 PacWest Bancorp shares in Q4 2023, an estimated $93K.
  • Carson Wealth (CWM LLC) first reported a position in PacWest Bancorp in Q1 2018 and held it in 22 quarters.
  • Carson Wealth (CWM LLC)'s PacWest Bancorp position peaked at $228K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.