RPWA
PACW

Regent Peak Wealth Advisors’s PacWest Bancorp PACW Stock Holding History

Regent Peak Wealth 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
-10,649
Closed -$84.2K – 176
2023
Q3 		$84.2K Hold
10,649
– – 0.03% 148
2023
Q2 		$86.8K Buy
+10,649
New +$85.8K 0.03% 151
2021
Q1 		– Sell
-22
Closed -$1K – 1075
2020
Q4 		$1K Buy
+22
New +$491 ﹤0.01% 1030

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

Regent Peak Wealth Advisors's PACW Position: Q4 2023 in Review

Regent Peak Wealth Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 10,649 shares — an estimated $84.2K sold.

Regent Peak Wealth Advisors first reported a position in PACW in Q4 2020 and held it in 3 quarters. The position peaked at $86.8K in Q2 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Regent Peak Wealth Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 10,649 PacWest Bancorp shares in Q4 2023, an estimated $84.2K.
  • Regent Peak Wealth Advisors first reported a position in PacWest Bancorp in Q4 2020 and held it in 3 quarters.
  • Regent Peak Wealth Advisors's PacWest Bancorp position peaked at $86.8K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.