HighTower Advisors
PACW

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
-37,500
Closed -$44.4K – 3774
2023
Q1 		$44.4K Buy
+37,500
New +$834K ﹤0.01% 3062

Other funds holding PACW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
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.