TCI Wealth Advisors’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42
| Closed | -$409 | – | 2442 |
|
|
2023
Q1 | $409 | Buy |
42
+29
| +223% | +$645 | ﹤0.01% | 2256 |
|
|
2022
Q4 | $298 | Hold |
13
| – | – | ﹤0.01% | 2282 |
|
|
2022
Q3 | $0 | Sell |
13
-9
| -41% | -$242 | ﹤0.01% | 2670 |
|
|
2022
Q2 | $1K | Sell |
22
-130
| -86% | -$4.21K | ﹤0.01% | 2232 |
|
|
2022
Q1 | $7K | Hold |
152
| – | – | ﹤0.01% | 1374 |
|
|
2021
Q4 | $7K | Hold |
152
| – | – | ﹤0.01% | 1481 |
|
|
2021
Q3 | $7K | Buy |
152
+89
| +141% | +$3.69K | ﹤0.01% | 1403 |
|
|
2021
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 1893 |
|
|
2021
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 1960 |
|
|
2020
Q4 | $2K | Sell |
63
-347
| -85% | -$7.74K | ﹤0.01% | 1301 |
|
|
2020
Q3 | $7K | Buy |
410
+35
| +9% | +$649 | ﹤0.01% | 691 |
|
|
2020
Q2 | $7K | Sell |
375
-887
| -70% | -$16.4K | ﹤0.01% | 674 |
|
|
2020
Q1 | $23K | Buy |
1,262
+950
| +304% | +$29.8K | 0.01% | 437 |
|
|
2019
Q4 | $12K | Sell |
312
-298
| -49% | -$11.2K | ﹤0.01% | 677 |
|
|
2019
Q3 | $22K | Buy |
610
+298
| +96% | +$10.8K | 0.01% | 477 |
|
|
2019
Q2 | $12K | Hold |
312
| – | – | 0.01% | 595 |
|
|
2019
Q1 | $12K | Hold |
312
| – | – | 0.01% | 604 |
|
|
2018
Q4 | $10K | Sell |
312
-85
| -21% | -$3.39K | ﹤0.01% | 637 |
|
|
2018
Q3 | $19K | Sell |
397
-26
| -6% | -$1.31K | 0.01% | 519 |
|
|
2018
Q2 | $21K | Buy |
423
+111
| +36% | +$5.8K | 0.01% | 474 |
|
|
2018
Q1 | $15K | Hold |
312
| – | – | 0.01% | 552 |
|
|
2017
Q4 | $16K | Hold |
312
| – | – | 0.01% | 539 |
|
|
2017
Q3 | $16K | Buy |
+312
| New | +$14.6K | 0.01% | 508 |
|
|
2017
Q2 | – | Sell |
-312
| Closed | -$17K | – | 1392 |
|
|
2017
Q1 | $17K | Hold |
312
| – | – | 0.01% | 476 |
|
|
2016
Q4 | $17K | Hold |
312
| – | – | 0.01% | 526 |
|
|
2016
Q3 | $13K | Hold |
312
| – | – | 0.01% | 526 |
|
|
2016
Q2 | $12K | Hold |
312
| – | – | 0.01% | 528 |
|
|
2016
Q1 | $12K | Hold |
312
| – | – | 0.01% | 548 |
|
|
2015
Q4 | $13K | Hold |
312
| – | – | 0.01% | 524 |
|
|
2015
Q3 | $13K | Hold |
312
| – | – | 0.01% | 464 |
|
|
2015
Q2 | $15K | Hold |
312
| – | – | 0.01% | 458 |
|
|
2015
Q1 | $15K | Hold |
312
| – | – | 0.01% | 395 |
|
|
2014
Q4 | $14K | Buy |
+312
| New | +$13.7K | 0.01% | 401 |
|
Other funds holding PACW
CCMLC
DAM
TCI Wealth Advisors's PACW Position: Q2 2023 in Review
TCI Wealth Advisors sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 42 shares — an estimated $409 sold.
TCI Wealth Advisors first reported a position in PACW in Q4 2014 and held it in 33 quarters. The position peaked at $23K in Q1 2020. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.
- TCI Wealth Advisors reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 42 PacWest Bancorp shares in Q2 2023, an estimated $409.
- TCI Wealth Advisors first reported a position in PacWest Bancorp in Q4 2014 and held it in 33 quarters.
- TCI Wealth Advisors's PacWest Bancorp position peaked at $23K in Q1 2020.
- 259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.