HighTower Advisors’s PacWest Bancorp PACW Stock Holding History

HighTower 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 Q2	–	Sell	-9,326	Closed	-$91K	–	3773
2023 Q1	$91K	Buy	+9,326	New	+$207K	﹤0.01%	2965
2021 Q4	–	Sell	-7,120	Closed	-$318K	–	3536
2021 Q3	$318K	Buy	+7,120	New	+$295K	﹤0.01%	2371
2020 Q1	–	Sell	-16,054	Closed	-$616K	–	2556
2019 Q4	$616K	Sell	16,054 -118,708	-88%	-$4.46M	﹤0.01%	1360
2019 Q3	$4.9M	Buy	134,762 +25,525	+23%	+$922K	0.03%	558
2019 Q2	$4.25M	Buy	+109,237	New	+$4.23M	0.03%	615
2019 Q1	–	Sell	-7,634	Closed	-$254K	–	2450
2018 Q4	$254K	Sell	7,634 -97,348	-93%	-$3.88M	﹤0.01%	1694
2018 Q3	$4.99M	Buy	104,982 +14,239	+16%	+$717K	0.04%	509
2018 Q2	$4.4M	Buy	90,743 +5,482	+6%	+$287K	0.03%	535
2018 Q1	$4.14M	Buy	85,261 +5,051	+6%	+$264K	0.03%	529
2017 Q4	$4.13M	Buy	80,210 +4,769	+6%	+$228K	0.03%	550
2017 Q3	$3.89M	Buy	75,441 +22,008	+41%	+$1.03M	0.03%	565
2017 Q2	$2.51M	Buy	53,433 +2,801	+6%	+$137K	0.02%	713
2017 Q1	$2.69M	Buy	50,632 +7,837	+18%	+$430K	0.03%	656
2016 Q4	$2.34M	Buy	42,795 +8,411	+24%	+$407K	0.03%	650
2016 Q3	$1.48M	Buy	34,384 +3,925	+13%	+$164K	0.02%	764
2016 Q2	$1.22M	Buy	30,459 +22,281	+272%	+$874K	0.02%	794
2016 Q1	$301K	Buy	8,178 +3,381	+70%	+$120K	﹤0.01%	1609
2015 Q4	$208K	Buy	+4,797	New	+$216K	﹤0.01%	1728

Other funds holding PACW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's PACW Position: Q2 2023 in Review

HighTower Advisors sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 9,326 shares — an estimated $91K sold.

HighTower Advisors first reported a position in PACW in Q4 2015 and held it in 18 quarters. The position peaked at $4.99M in Q3 2018. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

HighTower Advisors reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
HighTower Advisors sold 9,326 PacWest Bancorp shares in Q2 2023, an estimated $91K.
HighTower Advisors first reported a position in PacWest Bancorp in Q4 2015 and held it in 18 quarters.
HighTower Advisors's PacWest Bancorp position peaked at $4.99M in Q3 2018.
259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on HighTower Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.