Northwestern Mutual Wealth Management
PACW

Northwestern Mutual Wealth Management’s PacWest Bancorp PACW Stock Holding History

Northwestern Mutual Wealth Management’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
-321
Closed -$2.54K – 3731
2023
Q3 		$2.54K Buy
321
+128
+66% +$1.07K ﹤0.01% 2914
2023
Q2 		$1.57K Sell
193
-260
-57% -$2.1K ﹤0.01% 3026
2023
Q1 		$4.41K Hold
453
– – ﹤0.01% 2786
2022
Q4 		$10.4K Hold
453
– – ﹤0.01% 2481
2022
Q3 		$10K Sell
453
-48
-10% -$1.29K ﹤0.01% 2475
2022
Q2 		$13K Buy
501
+238
+90% +$7.7K ﹤0.01% 2425
2022
Q1 		$11K Sell
263
-300
-53% -$14.2K ﹤0.01% 2513
2021
Q4 		$26K Buy
563
+460
+447% +$21.4K ﹤0.01% 2228
2021
Q3 		$5K Hold
103
– – ﹤0.01% 2695
2021
Q2 		$4K Sell
103
-16
-13% -$684 ﹤0.01% 2718
2021
Q1 		$5K Buy
119
+16
+16% +$561 ﹤0.01% 2470
2020
Q4 		$3K Hold
103
– – ﹤0.01% 2489
2020
Q3 		$2K Hold
103
– – ﹤0.01% 2393
2020
Q2 		$2K Hold
103
– – ﹤0.01% 2248
2020
Q1 		$2K Sell
103
-10
-9% -$313 ﹤0.01% 2305
2019
Q4 		$4K Sell
113
-566
-83% -$21.3K ﹤0.01% 2139
2019
Q3 		$25K Sell
679
-55
-7% -$1.99K ﹤0.01% 1667
2019
Q2 		$29K Buy
734
+63
+9% +$2.44K ﹤0.01% 1594
2019
Q1 		$25K Buy
671
+99
+17% +$3.83K ﹤0.01% 1630
2018
Q4 		$19K Buy
572
+18
+3% +$718 ﹤0.01% 1618
2018
Q3 		$26K Sell
554
-35
-6% -$1.76K ﹤0.01% 1561
2018
Q2 		$29K Buy
589
+61
+12% +$3.19K ﹤0.01% 1472
2018
Q1 		$26K Sell
528
-39
-7% -$2.04K ﹤0.01% 1440
2017
Q4 		$29K Sell
567
-29
-5% -$1.38K ﹤0.01% 1377
2017
Q3 		$30K Buy
596
+10
+2% +$468 ﹤0.01% 1324
2017
Q2 		$27K Buy
586
+80
+16% +$3.9K ﹤0.01% 1289
2017
Q1 		$27K Sell
506
-8
-2% -$439 ﹤0.01% 1228
2016
Q4 		$28K Buy
+514
New +$24.8K ﹤0.01% 1233
2016
Q3 		– Sell
-491
Closed -$20K – 1633
2016
Q2 		$20K Hold
491
– – ﹤0.01% 1176
2016
Q1 		$18K Sell
491
-655
-57% -$23.2K ﹤0.01% 1240
2015
Q4 		$49K Buy
+1,146
New +$51.6K ﹤0.01% 793
2015
Q3 		– Sell
-84
Closed -$4K – 1879
2015
Q2 		$4K Sell
84
-679
-89% -$31.4K ﹤0.01% 1173
2015
Q1 		$36K Buy
763
+679
+808% +$30.7K ﹤0.01% 726
2014
Q4 		$4K Hold
84
– – ﹤0.01% 1372
2014
Q3 		$3K Sell
84
-500
-86% -$21K ﹤0.01% 1148
2014
Q2 		$26K Hold
584
– – ﹤0.01% 713
2014
Q1 		$26K Hold
584
– – ﹤0.01% 715
2013
Q4 		$25K Hold
584
– – ﹤0.01% 744
2013
Q3 		$20K Hold
584
– – ﹤0.01% 744
2013
Q2 		$18K Buy
+584
New +$16.4K ﹤0.01% 739

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

Northwestern Mutual Wealth Management's PACW Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 321 shares — an estimated $2.54K sold.

Northwestern Mutual Wealth Management first reported a position in PACW in Q2 2013 and held it in 40 quarters. The position peaked at $49K in Q4 2015. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 321 PacWest Bancorp shares in Q4 2023, an estimated $2.54K.
  • Northwestern Mutual Wealth Management first reported a position in PacWest Bancorp in Q2 2013 and held it in 40 quarters.
  • Northwestern Mutual Wealth Management's PacWest Bancorp position peaked at $49K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.