LifeSteps Financial’s PacWest Bancorp PACW Stock Holding History

LifeSteps Financial’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	-13,500	Closed	-$107K	–	84
2023 Q3	$107K	Sell	13,500 -10,949	-45%	-$91.4K	0.11%	70
2023 Q2	$199K	Buy	24,449 +5,017	+26%	+$40.4K	0.2%	70
2023 Q1	$189K	Buy	+19,432	New	+$432K	0.2%	65

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 $683M AUM 22.58% 1-Year Est. Return

HNB

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

LifeSteps Financial's PACW Position: Q4 2023 in Review

LifeSteps Financial sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 13,500 shares — an estimated $107K sold.

LifeSteps Financial first reported a position in PACW in Q1 2023 and held it in 3 quarters. The position peaked at $199K in Q2 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

LifeSteps Financial reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
LifeSteps Financial sold 13,500 PacWest Bancorp shares in Q4 2023, an estimated $107K.
LifeSteps Financial first reported a position in PacWest Bancorp in Q1 2023 and held it in 3 quarters.
LifeSteps Financial's PacWest Bancorp position peaked at $199K in Q2 2023.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on LifeSteps Financial's 13F filing for Q4 2023, filed 19 Jan 2024.