FFA
PACW

First Foundation Advisors’s PacWest Bancorp PACW Stock Holding History

First Foundation 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
-10,000
Closed -$79.1K – 460
2023
Q3 		$79.1K Sell
10,000
-187
-2% -$1.56K ﹤0.01% 411
2023
Q2 		$83K Sell
10,187
-6,855
-40% -$55.3K ﹤0.01% 403
2023
Q1 		$166K Sell
17,042
-50
-0.3% -$1.11K 0.01% 368
2022
Q4 		$392K Sell
17,092
-352
-2% -$8.54K 0.02% 278
2022
Q3 		$394K Buy
17,444
+176
+1% +$4.74K 0.02% 256
2022
Q2 		$460K Buy
17,268
+268
+2% +$8.67K 0.02% 257
2022
Q1 		$733K Sell
17,000
-3,000
-15% -$142K 0.03% 217
2021
Q4 		$903K Buy
+20,000
New +$932K 0.03% 210

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

First Foundation Advisors's PACW Position: Q4 2023 in Review

First Foundation Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 10,000 shares — an estimated $79.1K sold.

First Foundation Advisors first reported a position in PACW in Q4 2021 and held it in 8 quarters. The position peaked at $903K in Q4 2021. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • First Foundation Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • First Foundation Advisors sold 10,000 PacWest Bancorp shares in Q4 2023, an estimated $79.1K.
  • First Foundation Advisors first reported a position in PacWest Bancorp in Q4 2021 and held it in 8 quarters.
  • First Foundation Advisors's PacWest Bancorp position peaked at $903K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.