CPG
PACW

Cornerstone Planning Group’s PacWest Bancorp PACW Stock Holding History

Cornerstone Planning Group’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
-220
Closed -$1.74K – 1041
2023
Q3 		$1.74K Hold
220
– – ﹤0.01% 689
2023
Q2 		$1.79K Buy
+220
New +$1.77K ﹤0.01% 1209
2022
Q4 		$5.09K Buy
+217
New +$5.26K ﹤0.01% 880

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

Cornerstone Planning Group's PACW Position: Q4 2023 in Review

Cornerstone Planning Group sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 220 shares — an estimated $1.74K sold.

Cornerstone Planning Group first reported a position in PACW in Q4 2022 and held it in 3 quarters. The position peaked at $5.09K in Q4 2022. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Cornerstone Planning Group reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 220 PacWest Bancorp shares in Q4 2023, an estimated $1.74K.
  • Cornerstone Planning Group first reported a position in PacWest Bancorp in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's PacWest Bancorp position peaked at $5.09K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.