Corient Private Wealth
PACW

Corient Private Wealth’s PacWest Bancorp PACW Stock Holding History

Corient Private Wealth’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
-10,399
Closed -$82.3K – 2375
2023
Q3 		$82.3K Buy
+10,399
New +$86.8K ﹤0.01% 2049

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

Corient Private Wealth's PACW Position: Q4 2023 in Review

Corient Private Wealth sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 10,399 shares — an estimated $82.3K sold.

Corient Private Wealth first reported a position in PACW in Q3 2023 and held it in 1 quarter. The position peaked at $82.3K in Q3 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Corient Private Wealth reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Corient Private Wealth sold 10,399 PacWest Bancorp shares in Q4 2023, an estimated $82.3K.
  • Corient Private Wealth first reported a position in PacWest Bancorp in Q3 2023 and held it in 1 quarter.
  • Corient Private Wealth's PacWest Bancorp position peaked at $82.3K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Corient Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.