Wealthfront Advisers
PACW

Wealthfront Advisers’s PacWest Bancorp PACW Stock Holding History

Wealthfront Advisers’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
-11,020
Closed -$87.2K – 879
2023
Q3 		$87.2K Sell
11,020
-173
-2% -$1.44K ﹤0.01% 820
2023
Q2 		$91.2K Buy
+11,193
New +$90.2K ﹤0.01% 822

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

Wealthfront Advisers's PACW Position: Q4 2023 in Review

Wealthfront Advisers sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 11,020 shares — an estimated $87.2K sold.

Wealthfront Advisers first reported a position in PACW in Q2 2023 and held it in 2 quarters. The position peaked at $91.2K in Q2 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Wealthfront Advisers reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Wealthfront Advisers sold 11,020 PacWest Bancorp shares in Q4 2023, an estimated $87.2K.
  • Wealthfront Advisers first reported a position in PacWest Bancorp in Q2 2023 and held it in 2 quarters.
  • Wealthfront Advisers's PacWest Bancorp position peaked at $91.2K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Wealthfront Advisers's 13F filing for Q4 2023, filed 9 Feb 2024.