FMII
PACW

Farmers & Merchants Investments Inc’s PacWest Bancorp PACW Stock Holding History

Farmers & Merchants Investments Inc’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
-75
Closed -$593 – 1806
2023
Q3 		$593 Hold
75
– – ﹤0.01% 1552
2023
Q2 		$611 Buy
75
+23
+44% +$185 ﹤0.01% 1542
2023
Q1 		$506 Hold
52
– – ﹤0.01% 1570
2022
Q4 		$1.19K Hold
52
– – ﹤0.01% 1329
2022
Q3 		$1K Sell
52
-597
-92% -$16.1K ﹤0.01% 1524
2022
Q2 		$17K Hold
649
– – ﹤0.01% 579
2022
Q1 		$28K Hold
649
– – ﹤0.01% 525
2021
Q4 		$29K Buy
+649
New +$30.2K ﹤0.01% 526
2017
Q2 		– Sell
-65
Closed -$3K – 852
2017
Q1 		$3K Hold
65
– – ﹤0.01% 666
2016
Q4 		$4K Hold
65
– – ﹤0.01% 691
2016
Q3 		$3K Buy
+65
New +$2.71K ﹤0.01% 675

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 $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Farmers & Merchants Investments Inc's PACW Position: Q4 2023 in Review

Farmers & Merchants Investments Inc sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 75 shares — an estimated $593 sold.

Farmers & Merchants Investments Inc first reported a position in PACW in Q3 2016 and held it in 11 quarters. The position peaked at $29K in Q4 2021. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Farmers & Merchants Investments Inc reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 75 PacWest Bancorp shares in Q4 2023, an estimated $593.
  • Farmers & Merchants Investments Inc first reported a position in PacWest Bancorp in Q3 2016 and held it in 11 quarters.
  • Farmers & Merchants Investments Inc's PacWest Bancorp position peaked at $29K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2023, filed 23 Jan 2024.