SAG
PACW

SageView Advisory Group’s PacWest Bancorp PACW Stock Holding History

SageView Advisory Group’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
-47,978
Closed -$380K – 712
2023
Q3 		$380K Buy
47,978
+7,535
+19% +$62.9K 0.02% 374
2023
Q2 		$330K Buy
+40,443
New +$326K 0.02% 428

Other funds holding PACW

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

SageView Advisory Group's PACW Position: Q4 2023 in Review

SageView Advisory Group sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 47,978 shares — an estimated $380K sold.

SageView Advisory Group first reported a position in PACW in Q2 2023 and held it in 2 quarters. The position peaked at $380K in Q3 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • SageView Advisory Group reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • SageView Advisory Group sold 47,978 PacWest Bancorp shares in Q4 2023, an estimated $380K.
  • SageView Advisory Group first reported a position in PacWest Bancorp in Q2 2023 and held it in 2 quarters.
  • SageView Advisory Group's PacWest Bancorp position peaked at $380K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on SageView Advisory Group's 13F filing for Q4 2023, filed 9 Feb 2024.