Kestra Advisory Services’s PacWest Bancorp PACW Stock Holding History

Kestra Advisory Services’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	-33,274	Closed	-$263K	–	2358
2023 Q3	$263K	Sell	33,274 -6,945	-17%	-$57.9K	﹤0.01%	1753
2023 Q2	$328K	Buy	40,219 +6,950	+21%	+$56K	﹤0.01%	1556
2023 Q1	$324K	Sell	33,269 -422	-1%	-$9.38K	﹤0.01%	1518
2022 Q4	$773K	Buy	+33,691	New	+$817K	0.01%	1176

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

Kestra Advisory Services's PACW Position: Q4 2023 in Review

Kestra Advisory Services sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 33,274 shares — an estimated $263K sold.

Kestra Advisory Services first reported a position in PACW in Q4 2022 and held it in 4 quarters. The position peaked at $773K in Q4 2022. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

Kestra Advisory Services reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
Kestra Advisory Services sold 33,274 PacWest Bancorp shares in Q4 2023, an estimated $263K.
Kestra Advisory Services first reported a position in PacWest Bancorp in Q4 2022 and held it in 4 quarters.
Kestra Advisory Services's PacWest Bancorp position peaked at $773K in Q4 2022.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Kestra Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.