Sunbelt Securities’s PacWest Bancorp PACW Stock Holding History

Sunbelt Securities’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	-70	Closed	-$554	–	1812
2023 Q3	$554	Hold	70	–	–	﹤0.01%	1644
2023 Q2	$570	Buy	+70	New	+$564	﹤0.01%	1579
2020 Q1	–	Sell	-47,625	Closed	-$1.82M	–	687
2019 Q4	$1.82M	Sell	47,625 -600	-1%	-$22.6K	0.19%	115
2019 Q3	$1.75M	Buy	+48,225	New	+$1.74M	0.2%	107

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

Sunbelt Securities's PACW Position: Q4 2023 in Review

Sunbelt Securities sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 70 shares — an estimated $554 sold.

Sunbelt Securities first reported a position in PACW in Q3 2019 and held it in 4 quarters. The position peaked at $1.82M in Q4 2019. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

Sunbelt Securities reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
Sunbelt Securities sold 70 PacWest Bancorp shares in Q4 2023, an estimated $554.
Sunbelt Securities first reported a position in PacWest Bancorp in Q3 2019 and held it in 4 quarters.
Sunbelt Securities's PacWest Bancorp position peaked at $1.82M in Q4 2019.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.