HGERS
PACW

Householder Group Estate & Retirement Specialist’s PacWest Bancorp PACW Stock Holding History

Householder Group Estate & Retirement Specialist’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
-275
Closed -$2.18K – 1379
2023
Q3 		$2.18K Buy
+275
New +$2.29K ﹤0.01% 1059

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 $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PACW Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 275 shares — an estimated $2.18K sold.

Householder Group Estate & Retirement Specialist first reported a position in PACW in Q3 2023 and held it in 1 quarter. The position peaked at $2.18K in Q3 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 275 PacWest Bancorp shares in Q4 2023, an estimated $2.18K.
  • Householder Group Estate & Retirement Specialist first reported a position in PacWest Bancorp in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's PacWest Bancorp position peaked at $2.18K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.