Harbour Investments’s PacWest Bancorp PACW Stock Holding History

Harbour Investments’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	-82	Closed	-$649	–	3233
2023 Q3	$649	Hold	82	–	–	﹤0.01%	2773
2023 Q2	$668	Buy	82 +70	+583%	+$564	﹤0.01%	2769
2023 Q1	$117	Hold	12	–	–	﹤0.01%	2909
2022 Q4	$275	Hold	12	–	–	﹤0.01%	2856
2022 Q3	$0	Hold	12	–	–	﹤0.01%	2873
2022 Q2	$0	Buy	+12	New	+$388	﹤0.01%	2873
2021 Q4	$1K	Sell	12 -146	-92%	-$6.8K	﹤0.01%	2588
2021 Q3	$7K	Sell	158 -16	-9%	-$664	﹤0.01%	2866
2021 Q2	$7K	Buy	174 +22	+14%	+$941	﹤0.01%	2942
2021 Q1	$6K	Buy	+152	New	+$5.33K	﹤0.01%	2872

Other funds holding PACW

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Harbour Investments's PACW Position: Q4 2023 in Review

Harbour Investments sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 82 shares — an estimated $649 sold.

Harbour Investments first reported a position in PACW in Q1 2021 and held it in 10 quarters. The position peaked at $7K in Q3 2021. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

Harbour Investments reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
Harbour Investments sold 82 PacWest Bancorp shares in Q4 2023, an estimated $649.
Harbour Investments first reported a position in PacWest Bancorp in Q1 2021 and held it in 10 quarters.
Harbour Investments's PacWest Bancorp position peaked at $7K in Q3 2021.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Harbour Investments's 13F filing for Q4 2023, filed 16 Feb 2024.