SWM
PACW

Spire Wealth Management’s PacWest Bancorp PACW Stock Holding History

Spire 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
-100
Closed -$791 – 2493
2023
Q3 		$791 Hold
100
– – ﹤0.01% 2291
2023
Q2 		$815 Sell
100
-28
-22% -$226 ﹤0.01% 2333
2023
Q1 		$1.25K Buy
128
+64
+100% +$1.42K ﹤0.01% 2362
2022
Q4 		$1K Buy
+64
New +$1.55K ﹤0.01% 2281
2022
Q3 		– Sell
-577
Closed -$15K – 2691
2022
Q2 		$15K Hold
577
– – ﹤0.01% 1786
2022
Q1 		$25K Sell
577
-25
-4% -$1.18K ﹤0.01% 1731
2021
Q4 		$27K Buy
602
+25
+4% +$1.17K ﹤0.01% 2015
2021
Q3 		$26K Hold
577
– – ﹤0.01% 1754
2021
Q2 		$24K Sell
577
-2,200
-79% -$94.1K ﹤0.01% 1809
2021
Q1 		$109K Buy
+2,777
New +$97.4K ﹤0.01% 1367

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

Spire Wealth Management's PACW Position: Q4 2023 in Review

Spire Wealth Management sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 100 shares — an estimated $791 sold.

Spire Wealth Management first reported a position in PACW in Q1 2021 and held it in 10 quarters. The position peaked at $109K in Q1 2021. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Spire Wealth Management reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 100 PacWest Bancorp shares in Q4 2023, an estimated $791.
  • Spire Wealth Management first reported a position in PacWest Bancorp in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's PacWest Bancorp position peaked at $109K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.