MA
PACW

Montag & Associates’s PacWest Bancorp PACW Stock Holding History

Montag & Associates’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
-5,436
Closed -$43K – 946
2023
Q3 		$43K Hold
5,436
– – ﹤0.01% 579
2023
Q2 		$44.3K Hold
5,436
– – ﹤0.01% 586
2023
Q1 		$52.9K Buy
+5,436
New +$121K ﹤0.01% 546

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

Montag & Associates's PACW Position: Q4 2023 in Review

Montag & Associates sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 5,436 shares — an estimated $43K sold.

Montag & Associates first reported a position in PACW in Q1 2023 and held it in 3 quarters. The position peaked at $52.9K in Q1 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Montag & Associates reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Montag & Associates sold 5,436 PacWest Bancorp shares in Q4 2023, an estimated $43K.
  • Montag & Associates first reported a position in PacWest Bancorp in Q1 2023 and held it in 3 quarters.
  • Montag & Associates's PacWest Bancorp position peaked at $52.9K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Montag & Associates's 13F filing for Q4 2023, filed 7 Feb 2024.