HFA
PACW

Highland Financial Advisors’s PacWest Bancorp PACW Stock Holding History

Highland Financial 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
-23,507
Closed -$186K – 57
2023
Q3 		$186K Hold
23,507
– – 0.1% 44
2023
Q2 		$192K Buy
+23,507
New +$189K 0.1% 44

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

Highland Financial Advisors's PACW Position: Q4 2023 in Review

Highland Financial Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 23,507 shares — an estimated $186K sold.

Highland Financial Advisors first reported a position in PACW in Q2 2023 and held it in 2 quarters. The position peaked at $192K in Q2 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Highland Financial Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Highland Financial Advisors sold 23,507 PacWest Bancorp shares in Q4 2023, an estimated $186K.
  • Highland Financial Advisors first reported a position in PacWest Bancorp in Q2 2023 and held it in 2 quarters.
  • Highland Financial Advisors's PacWest Bancorp position peaked at $192K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Highland Financial Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.