HWA
PACW

Heritage Wealth Advisors’s PacWest Bancorp PACW Stock Holding History

Heritage 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
-501
Closed -$3.96K – 601
2023
Q3 		$3.96K Buy
501
+1
+0.2% +$8 ﹤0.01% 444
2023
Q2 		$4.08K Buy
+500
New +$4.03K ﹤0.01% 480

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

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

Heritage Wealth Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 501 shares — an estimated $3.96K sold.

Heritage Wealth Advisors first reported a position in PACW in Q2 2023 and held it in 2 quarters. The position peaked at $4.08K in Q2 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Heritage Wealth Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 501 PacWest Bancorp shares in Q4 2023, an estimated $3.96K.
  • Heritage Wealth Advisors first reported a position in PacWest Bancorp in Q2 2023 and held it in 2 quarters.
  • Heritage Wealth Advisors's PacWest Bancorp position peaked at $4.08K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

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