VFA
PACW

Valeo Financial Advisors’s PacWest Bancorp PACW Stock Holding History

Valeo Financial Advisors’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
-26,500
Closed -$210K – 733
2023
Q3 		$210K Sell
26,500
-1,000
-4% -$8.34K 0.01% 557
2023
Q2 		$224K Buy
27,500
+2,500
+10% +$20.1K 0.01% 511
2023
Q1 		$243K Buy
+25,000
New +$556K 0.01% 499
2022
Q1 		– Sell
-4,428
Closed -$200K – 698
2021
Q4 		$200K Hold
4,428
– – 0.01% 519
2021
Q3 		$201K Buy
+4,428
New +$184K 0.01% 499
2019
Q2 		– Sell
-10
Closed – – 1685
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1655
2018
Q4 		$0 Sell
10
-12
-55% -$478 ﹤0.01% 1778
2018
Q3 		$1K Buy
22
+10
+83% +$504 ﹤0.01% 1712
2018
Q2 		$1K Hold
12
– – ﹤0.01% 1540
2018
Q1 		$1K Hold
12
– – ﹤0.01% 1490
2017
Q4 		$1K Buy
+12
New +$572 ﹤0.01% 1339

Other funds holding PACW

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Valeo Financial Advisors's PACW Position: Q4 2023 in Review

Valeo Financial Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 26,500 shares — an estimated $210K sold.

Valeo Financial Advisors first reported a position in PACW in Q4 2017 and held it in 11 quarters. The position peaked at $243K in Q1 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Valeo Financial Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 26,500 PacWest Bancorp shares in Q4 2023, an estimated $210K.
  • Valeo Financial Advisors first reported a position in PacWest Bancorp in Q4 2017 and held it in 11 quarters.
  • Valeo Financial Advisors's PacWest Bancorp position peaked at $243K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Valeo Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.