Tyler-Stone Wealth Management’s PacWest Bancorp PACW Stock Holding History

Tyler-Stone 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	-31	Closed	–	–	996
2023 Q3	$0	Hold	31	–	–	﹤0.01%	968
2023 Q2	$0	Buy	+31	New	+$250	﹤0.01%	921
2022 Q4	$1K	Hold	31	–	–	﹤0.01%	853
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	850
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	849
2022 Q1	$1K	Hold	31	–	–	﹤0.01%	821
2021 Q4	$1K	Buy	+31	New	+$1.45K	﹤0.01%	906

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

Tyler-Stone Wealth Management's PACW Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 31 shares.

Tyler-Stone Wealth Management first reported a position in PACW in Q4 2021 and held it in 7 quarters. The position peaked at $1K in Q4 2022. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 31 PacWest Bancorp shares in Q4 2023.
Tyler-Stone Wealth Management first reported a position in PacWest Bancorp in Q4 2021 and held it in 7 quarters.
Tyler-Stone Wealth Management's PacWest Bancorp position peaked at $1K in Q4 2022.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.