Lido Advisors
PACW

Lido Advisors’s PacWest Bancorp PACW Stock Holding History

Lido 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
-113,237
Closed -$896K – 1462
2023
Q3 		$896K Sell
113,237
-147
-0.1% -$1.23K 0.01% 574
2023
Q2 		$924K Buy
+113,384
New +$914K 0.01% 561
2020
Q1 		– Sell
-9,598
Closed -$367K – 694
2019
Q4 		$367K Sell
9,598
-329
-3% -$12.4K 0.01% 452
2019
Q3 		$361K Buy
9,927
+102
+1% +$3.69K 0.02% 409
2019
Q2 		$381K Buy
9,825
+455
+5% +$17.6K 0.02% 367
2019
Q1 		$352K Buy
9,370
+740
+9% +$28.7K 0.02% 356
2018
Q4 		$287K Buy
8,630
+555
+7% +$22.1K 0.03% 322
2018
Q3 		$384K Buy
8,075
+1,586
+24% +$79.9K 0.04% 291
2018
Q2 		$320K Buy
6,489
+679
+12% +$35.5K 0.04% 293
2018
Q1 		$287K Buy
+5,810
New +$303K 0.04% 294

Other funds holding PACW

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Lido Advisors's PACW Position: Q4 2023 in Review

Lido Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 113,237 shares — an estimated $896K sold.

Lido Advisors first reported a position in PACW in Q1 2018 and held it in 10 quarters. The position peaked at $924K in Q2 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Lido Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Lido Advisors sold 113,237 PacWest Bancorp shares in Q4 2023, an estimated $896K.
  • Lido Advisors first reported a position in PacWest Bancorp in Q1 2018 and held it in 10 quarters.
  • Lido Advisors's PacWest Bancorp position peaked at $924K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.