JFS Wealth Advisors’s PacWest Bancorp PACW Stock Holding History

JFS 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	-500	Closed	-$3.96K	–	2058
2023 Q3	$3.96K	Hold	500	–	–	﹤0.01%	1100
2023 Q2	$4.08K	Hold	500	–	–	﹤0.01%	1092
2023 Q1	$4.87K	Sell	500 -76	-13%	-$1.69K	﹤0.01%	1001
2022 Q4	$13.2K	Buy	576 +27	+5%	+$655	﹤0.01%	617
2022 Q3	$12K	Sell	549 -26	-5%	-$700	﹤0.01%	690
2022 Q2	$15K	Sell	575 -8	-1%	-$259	﹤0.01%	657
2022 Q1	$25K	Buy	583 +51	+10%	+$2.41K	﹤0.01%	556
2021 Q4	$24K	Buy	532 +32	+6%	+$1.49K	﹤0.01%	537
2021 Q3	$23K	Hold	500	–	–	﹤0.01%	527
2021 Q2	$21K	Hold	500	–	–	﹤0.01%	366
2021 Q1	$19K	Hold	500	–	–	﹤0.01%	350
2020 Q4	$13K	Hold	500	–	–	﹤0.01%	396
2020 Q3	$9K	Hold	500	–	–	﹤0.01%	406
2020 Q2	$10K	Sell	500 -57	-10%	-$1.06K	﹤0.01%	388
2020 Q1	$10K	Buy	557 +57	+11%	+$1.79K	﹤0.01%	354
2019 Q4	$19K	Hold	500	–	–	﹤0.01%	313
2019 Q3	$18K	Hold	500	–	–	﹤0.01%	312
2019 Q2	$19K	Hold	500	–	–	﹤0.01%	315
2019 Q1	$19K	Hold	500	–	–	0.01%	303
2018 Q4	$17K	Hold	500	–	–	﹤0.01%	301
2018 Q3	$24K	Hold	500	–	–	0.01%	307
2018 Q2	$25K	Hold	500	–	–	0.01%	293
2018 Q1	$25K	Hold	500	–	–	0.01%	296
2017 Q4	$25K	Hold	500	–	–	0.01%	309
2017 Q3	$25K	Hold	500	–	–	0.01%	295
2017 Q2	$23K	Hold	500	–	–	0.01%	287
2017 Q1	$27K	Hold	500	–	–	0.01%	277
2016 Q4	$27K	Hold	500	–	–	0.01%	277
2016 Q3	$21K	Hold	500	–	–	0.01%	319
2016 Q2	$20K	Hold	500	–	–	0.01%	323
2016 Q1	$19K	Hold	500	–	–	0.01%	327
2015 Q4	$22K	Hold	500	–	–	0.01%	319
2015 Q3	$21K	Sell	500 -2,133	-81%	-$95.6K	0.01%	270
2015 Q2	$123K	Hold	2,633	–	–	0.06%	116
2015 Q1	$123K	Hold	2,633	–	–	0.06%	116
2014 Q4	$120K	Buy	+2,633	New	+$115K	0.02%	116

Other funds holding PACW

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

JFS Wealth Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 500 shares — an estimated $3.96K sold.

JFS Wealth Advisors first reported a position in PACW in Q4 2014 and held it in 36 quarters. The position peaked at $123K in Q2 2015. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

JFS Wealth Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 500 PacWest Bancorp shares in Q4 2023, an estimated $3.96K.
JFS Wealth Advisors first reported a position in PacWest Bancorp in Q4 2014 and held it in 36 quarters.
JFS Wealth Advisors's PacWest Bancorp position peaked at $123K in Q2 2015.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.