GWS
PACW

Glassman Wealth Services’s PacWest Bancorp PACW Stock Holding History

Glassman Wealth Services’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
-1,973
Closed -$15.6K – 2106
2023
Q3 		$15.6K Buy
1,973
+595
+43% +$4.96K ﹤0.01% 723
2023
Q2 		$11.2K Sell
1,378
-617
-31% -$4.97K ﹤0.01% 780
2023
Q1 		$19.4K Buy
1,995
+516
+35% +$11.5K ﹤0.01% 641
2022
Q4 		$33.9K Buy
1,479
+96
+7% +$2.33K 0.01% 520
2022
Q3 		$31K Buy
1,383
+5
+0.4% +$135 0.01% 508
2022
Q2 		$37K Hold
1,378
– – 0.01% 461
2022
Q1 		$59K Hold
1,378
– – 0.01% 372
2021
Q4 		$62K Hold
1,378
– – 0.01% 329
2021
Q3 		$62K Hold
1,378
– – 0.01% 318
2021
Q2 		$57K Hold
1,378
– – 0.01% 324
2021
Q1 		$53K Hold
1,378
– – 0.01% 314
2020
Q4 		$35K Hold
1,378
– – 0.01% 402
2020
Q3 		$24K Hold
1,378
– – 0.01% 413
2020
Q2 		$27K Sell
1,378
-115
-8% -$2.13K 0.01% 341
2020
Q1 		$27K Buy
1,493
+26
+2% +$815 0.01% 304
2019
Q4 		$56K Buy
1,467
+20
+1% +$752 0.02% 246
2019
Q3 		$53K Sell
1,447
-9
-0.6% -$325 0.02% 228
2019
Q2 		$57K Buy
1,456
+9
+0.6% +$348 0.02% 224
2019
Q1 		$54K Buy
1,447
+51
+4% +$1.98K 0.02% 225
2018
Q4 		$46K Buy
1,396
+9
+0.6% +$359 0.02% 203
2018
Q3 		$66K Hold
1,387
– – 0.03% 190
2018
Q2 		$69K Sell
1,387
-5
-0.4% -$261 0.03% 163
2018
Q1 		$69K Buy
1,392
+5
+0.4% +$261 0.04% 151
2017
Q4 		$70K Buy
1,387
+9
+0.7% +$429 0.04% 142
2017
Q3 		$70K Hold
1,378
– – 0.05% 134
2017
Q2 		$64K Hold
1,378
– – 0.04% 138
2017
Q1 		$73K Sell
1,378
-1,393
-50% -$76.4K 0.05% 137
2016
Q4 		$151K Sell
2,771
-2,000
-42% -$96.7K 0.11% 110
2016
Q3 		$205K Hold
4,771
– – 0.17% 58
2016
Q2 		$190K Hold
4,771
– – 0.16% 61
2016
Q1 		$177K Sell
4,771
-2,000
-30% -$70.8K 0.16% 70
2015
Q4 		$292K Sell
6,771
-1,500
-18% -$67.5K 0.26% 40
2015
Q3 		$354K Sell
8,271
-1,530
-16% -$68.6K 0.32% 31
2015
Q2 		$458K Buy
9,801
+6,408
+189% +$296K 0.37% 24
2015
Q1 		$159K Hold
3,393
– – 0.13% 78
2014
Q4 		$154K Buy
+3,393
New +$149K 0.11% 92

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

Glassman Wealth Services's PACW Position: Q4 2023 in Review

Glassman Wealth Services sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 1,973 shares — an estimated $15.6K sold.

Glassman Wealth Services first reported a position in PACW in Q4 2014 and held it in 36 quarters. The position peaked at $458K in Q2 2015. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Glassman Wealth Services reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 1,973 PacWest Bancorp shares in Q4 2023, an estimated $15.6K.
  • Glassman Wealth Services first reported a position in PacWest Bancorp in Q4 2014 and held it in 36 quarters.
  • Glassman Wealth Services's PacWest Bancorp position peaked at $458K in Q2 2015.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.