MBA Advisors’s PacWest Bancorp PACW Stock Holding History

MBA 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	-48,049	Closed	-$380K	–	126
2023 Q3	$380K	Sell	48,049 -1,511	-3%	-$12.6K	0.23%	81
2023 Q2	$404K	Hold	49,560	–	–	0.24%	80
2023 Q1	$482K	Buy	49,560 +25,000	+102%	+$556K	0.3%	73
2022 Q4	$564K	Hold	24,560	–	–	0.37%	65
2022 Q3	$555K	Sell	24,560 -500	-2%	-$13.5K	0.4%	64
2022 Q2	$668K	Buy	25,060 +10,000	+66%	+$324K	0.46%	57
2022 Q1	$650K	Hold	15,060	–	–	0.4%	68
2021 Q4	$680K	Hold	15,060	–	–	0.42%	65
2021 Q3	$683K	Hold	15,060	–	–	0.5%	56
2021 Q2	$620	Hold	15,060	–	–	0.29%	60
2021 Q1	$575	Buy	+15,060	New	+$528K	0.32%	64

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

MBA Advisors's PACW Position: Q4 2023 in Review

MBA Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 48,049 shares — an estimated $380K sold.

MBA Advisors first reported a position in PACW in Q1 2021 and held it in 11 quarters. The position peaked at $683K in Q3 2021. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

MBA Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
MBA Advisors sold 48,049 PacWest Bancorp shares in Q4 2023, an estimated $380K.
MBA Advisors first reported a position in PacWest Bancorp in Q1 2021 and held it in 11 quarters.
MBA Advisors's PacWest Bancorp position peaked at $683K in Q3 2021.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

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