CMF
PACW

Counterpoint Mutual Funds’s PacWest Bancorp PACW Stock Holding History

Counterpoint Mutual Funds’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
-16,397
Closed -$130K – 328
2023
Q3 		$130K Buy
+16,397
New +$137K 0.11% 130

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

Counterpoint Mutual Funds's PACW Position: Q4 2023 in Review

Counterpoint Mutual Funds sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 16,397 shares — an estimated $130K sold.

Counterpoint Mutual Funds first reported a position in PACW in Q3 2023 and held it in 1 quarter. The position peaked at $130K in Q3 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Counterpoint Mutual Funds reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 16,397 PacWest Bancorp shares in Q4 2023, an estimated $130K.
  • Counterpoint Mutual Funds first reported a position in PacWest Bancorp in Q3 2023 and held it in 1 quarter.
  • Counterpoint Mutual Funds's PacWest Bancorp position peaked at $130K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2023, filed 7 Feb 2024.