Private Ocean’s PacWest Bancorp PACW Stock Holding History

Private Ocean’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	-167	Closed	-$1.32K	–	553
2023 Q3	$1.32K	Hold	167	–	–	﹤0.01%	456
2023 Q2	$1.36K	Hold	167	–	–	﹤0.01%	508
2023 Q1	$1.63K	Buy	+167	New	+$3.71K	﹤0.01%	535

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 $567M AUM 16.01% 1-Year Est. Return

HNB

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

Private Ocean's PACW Position: Q4 2023 in Review

Private Ocean sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 167 shares — an estimated $1.32K sold.

Private Ocean first reported a position in PACW in Q1 2023 and held it in 3 quarters. The position peaked at $1.63K in Q1 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

Private Ocean reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
Private Ocean sold 167 PacWest Bancorp shares in Q4 2023, an estimated $1.32K.
Private Ocean first reported a position in PacWest Bancorp in Q1 2023 and held it in 3 quarters.
Private Ocean's PacWest Bancorp position peaked at $1.63K in Q1 2023.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Private Ocean's 13F filing for Q4 2023, filed 23 Jan 2024.