ERWM
PACW

Elk River Wealth Management’s PacWest Bancorp PACW Stock Holding History

Elk River Wealth Management’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
-12,746
Closed -$101K – 113
2023
Q3 		$101K Buy
+12,746
New +$106K 0.02% 104

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

Elk River Wealth Management's PACW Position: Q4 2023 in Review

Elk River Wealth Management sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 12,746 shares — an estimated $101K sold.

Elk River Wealth Management first reported a position in PACW in Q3 2023 and held it in 1 quarter. The position peaked at $101K in Q3 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Elk River Wealth Management reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Elk River Wealth Management sold 12,746 PacWest Bancorp shares in Q4 2023, an estimated $101K.
  • Elk River Wealth Management first reported a position in PacWest Bancorp in Q3 2023 and held it in 1 quarter.
  • Elk River Wealth Management's PacWest Bancorp position peaked at $101K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Elk River Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.