Wealth Enhancement Advisory Services
PACW

Wealth Enhancement Advisory Services’s PacWest Bancorp PACW Stock Holding History

Wealth Enhancement Advisory Services’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
-17,168
Closed -$136K – 2461
2023
Q3 		$136K Buy
+17,168
New +$143K ﹤0.01% 2063

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 $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's PACW Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 17,168 shares — an estimated $136K sold.

Wealth Enhancement Advisory Services first reported a position in PACW in Q3 2023 and held it in 1 quarter. The position peaked at $136K in Q3 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 17,168 PacWest Bancorp shares in Q4 2023, an estimated $136K.
  • Wealth Enhancement Advisory Services first reported a position in PacWest Bancorp in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's PacWest Bancorp position peaked at $136K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.