LFG
PACW

Larson Financial Group’s PacWest Bancorp PACW Stock Holding History

Larson Financial Group’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
-190
Closed -$1.5K – 1923
2023
Q3 		$1.5K Hold
190
– – ﹤0.01% 1414
2023
Q2 		$1.55K Buy
190
+40
+27% +$322 ﹤0.01% 1311
2023
Q1 		$1.46K Buy
+150
New +$3.34K ﹤0.01% 1295

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 $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Larson Financial Group's PACW Position: Q4 2023 in Review

Larson Financial Group sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 190 shares — an estimated $1.5K sold.

Larson Financial Group first reported a position in PACW in Q1 2023 and held it in 3 quarters. The position peaked at $1.55K in Q2 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Larson Financial Group reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Larson Financial Group sold 190 PacWest Bancorp shares in Q4 2023, an estimated $1.5K.
  • Larson Financial Group first reported a position in PacWest Bancorp in Q1 2023 and held it in 3 quarters.
  • Larson Financial Group's PacWest Bancorp position peaked at $1.55K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.