SPIA
PACW

Steward Partners Investment Advisory’s PacWest Bancorp PACW Stock Holding History

Steward Partners Investment Advisory’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
-312
Closed -$2.47K – 3613
2023
Q3 		$2.47K Hold
312
– – ﹤0.01% 3041
2023
Q2 		$2.54K Sell
312
-59
-16% -$476 ﹤0.01% 2982
2023
Q1 		$3.61K Sell
371
-225
-38% -$5K ﹤0.01% 2890
2022
Q4 		$13.7K Sell
596
-503
-46% -$12.2K ﹤0.01% 2421
2022
Q3 		$25K Sell
1,099
-115
-9% -$3.09K ﹤0.01% 2126
2022
Q2 		$32K Sell
1,214
-61,666
-98% -$2M ﹤0.01% 2009
2022
Q1 		$2.71M Buy
62,880
+62,409
+13,250% +$2.95M 0.04% 388
2021
Q4 		$21K Hold
471
– – ﹤0.01% 2310
2021
Q3 		$21K Hold
471
– – ﹤0.01% 2315
2021
Q2 		$19K Sell
471
-900
-66% -$38.5K ﹤0.01% 5210
2021
Q1 		$52.3K Buy
1,371
+828
+152% +$29K ﹤0.01% 1958
2020
Q4 		$14K Sell
543
-312
-36% -$6.96K ﹤0.01% 2198
2020
Q3 		$15K Hold
855
– – ﹤0.01% 1998
2020
Q2 		$17K Hold
855
– – ﹤0.01% 1845
2020
Q1 		$15K Sell
855
-2,877
-77% -$90.2K ﹤0.01% 1721
2019
Q4 		$142K Buy
3,732
+98
+3% +$3.69K ﹤0.01% 993
2019
Q3 		$132K Buy
3,634
+2,830
+352% +$102K ﹤0.01% 986
2019
Q2 		$31K Buy
+804
New +$31.1K ﹤0.01% 1542
2018
Q4 		– Sell
-1,971
Closed -$94K – 2299
2018
Q3 		$94K Sell
1,971
-841
-30% -$42.3K ﹤0.01% 954
2018
Q2 		$139K Buy
2,812
+239
+9% +$12.5K 0.01% 751
2018
Q1 		$127K Buy
2,573
+144
+6% +$7.52K 0.01% 716
2017
Q4 		$122K Hold
2,429
– – 0.01% 612
2017
Q3 		$122K Buy
2,429
+1,679
+224% +$78.5K 0.01% 510
2017
Q2 		$35K Buy
750
+224
+43% +$10.9K ﹤0.01% 720
2017
Q1 		$28K Buy
+526
New +$28.8K ﹤0.01% 676

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 $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Steward Partners Investment Advisory's PACW Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 312 shares — an estimated $2.47K sold.

Steward Partners Investment Advisory first reported a position in PACW in Q1 2017 and held it in 25 quarters. The position peaked at $2.71M in Q1 2022. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 312 PacWest Bancorp shares in Q4 2023, an estimated $2.47K.
  • Steward Partners Investment Advisory first reported a position in PacWest Bancorp in Q1 2017 and held it in 25 quarters.
  • Steward Partners Investment Advisory's PacWest Bancorp position peaked at $2.71M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.