C
PACW

Covestor’s PacWest Bancorp PACW Stock Holding History

Covestor’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
-12
Closed – – 2875
2023
Q3 		$0 Sell
12
-1,197
-99% -$9.99K ﹤0.01% 2870
2023
Q2 		$10K Sell
1,209
-2,440
-67% -$19.7K 0.01% 1475
2023
Q1 		$36K Buy
3,649
+660
+22% +$14.7K 0.03% 838
2022
Q4 		$69K Buy
2,989
+774
+35% +$18.8K 0.06% 596
2022
Q3 		$50K Buy
2,215
+2,204
+20,036% +$59.3K 0.04% 700
2022
Q2 		$0 Hold
11
– – ﹤0.01% 2496
2022
Q1 		$0 Buy
11
+3
+38% +$142 ﹤0.01% 2525
2021
Q4 		$0 Buy
+8
New +$373 ﹤0.01% 2347

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

Covestor's PACW Position: Q4 2023 in Review

Covestor sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 12 shares.

Covestor first reported a position in PACW in Q4 2021 and held it in 8 quarters. The position peaked at $69K in Q4 2022. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Covestor reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Covestor sold 12 PacWest Bancorp shares in Q4 2023.
  • Covestor first reported a position in PacWest Bancorp in Q4 2021 and held it in 8 quarters.
  • Covestor's PacWest Bancorp position peaked at $69K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

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