MPWT
PACW

MassMutual Private Wealth & Trust’s PacWest Bancorp PACW Stock Holding History

MassMutual Private Wealth & Trust’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
-86
Closed -$680 – 2133
2023
Q3 		$680 Buy
+86
New +$718 ﹤0.01% 1753
2022
Q4 		– Sell
-48
Closed -$1K – 1901
2022
Q3 		$1K Buy
48
+33
+220% +$888 ﹤0.01% 1594
2022
Q2 		$0 Sell
15
-153
-91% -$4.95K ﹤0.01% 1770
2022
Q1 		$7K Buy
168
+6
+4% +$283 ﹤0.01% 851
2021
Q4 		$7K Buy
+162
New +$7.55K ﹤0.01% 833
2020
Q2 		– Sell
-40
Closed -$1K – 817
2020
Q1 		$1K Sell
40
-10,915
-100% -$342K ﹤0.01% 652
2019
Q4 		$419K Sell
10,955
-973
-8% -$36.6K 0.03% 291
2019
Q3 		$433K Sell
11,928
-454
-4% -$16.4K 0.03% 281
2019
Q2 		$481K Sell
12,382
-341
-3% -$13.2K 0.03% 262
2019
Q1 		$479K Buy
12,723
+1,521
+14% +$58.9K 0.03% 271
2018
Q4 		$373K Sell
11,202
-2,351
-17% -$93.7K 0.03% 269
2018
Q3 		$646K Buy
13,553
+4,217
+45% +$212K 0.05% 233
2018
Q2 		$461K Buy
9,336
+503
+6% +$26.3K 0.04% 253
2018
Q1 		$437K Buy
+8,833
New +$461K 0.04% 251

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

MassMutual Private Wealth & Trust's PACW Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 86 shares — an estimated $680 sold.

MassMutual Private Wealth & Trust first reported a position in PACW in Q1 2018 and held it in 14 quarters. The position peaked at $646K in Q3 2018. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • MassMutual Private Wealth & Trust reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 86 PacWest Bancorp shares in Q4 2023, an estimated $680.
  • MassMutual Private Wealth & Trust first reported a position in PacWest Bancorp in Q1 2018 and held it in 14 quarters.
  • MassMutual Private Wealth & Trust's PacWest Bancorp position peaked at $646K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.