EWA
PACW

EverSource Wealth Advisors’s PacWest Bancorp PACW Stock Holding History

EverSource Wealth Advisors’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
-791
Closed -$6.26K – 2771
2023
Q3 		$6.26K Hold
791
– – ﹤0.01% 1607
2023
Q2 		$6.45K Buy
791
+45
+6% +$363 ﹤0.01% 1623
2023
Q1 		$7.26K Buy
746
+40
+6% +$890 ﹤0.01% 1507
2022
Q4 		$16.2K Buy
+706
New +$17.1K ﹤0.01% 1133
2022
Q2 		– Sell
-67
Closed -$3K – 1930
2022
Q1 		$3K Hold
67
– – ﹤0.01% 1473
2021
Q4 		$3K Buy
+67
New +$3.12K ﹤0.01% 1478

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

EverSource Wealth Advisors's PACW Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 791 shares — an estimated $6.26K sold.

EverSource Wealth Advisors first reported a position in PACW in Q4 2021 and held it in 6 quarters. The position peaked at $16.2K in Q4 2022. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 791 PacWest Bancorp shares in Q4 2023, an estimated $6.26K.
  • EverSource Wealth Advisors first reported a position in PacWest Bancorp in Q4 2021 and held it in 6 quarters.
  • EverSource Wealth Advisors's PacWest Bancorp position peaked at $16.2K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

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