WP
PACW

WealthSource Partners’s PacWest Bancorp PACW Stock Holding History

WealthSource Partners’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
-13,600
Closed -$108K – 531
2023
Q3 		$108K Hold
13,600
– – 0.01% 477
2023
Q2 		$111K Buy
+13,600
New +$110K 0.01% 480

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 $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

WealthSource Partners's PACW Position: Q4 2023 in Review

WealthSource Partners sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 13,600 shares — an estimated $108K sold.

WealthSource Partners first reported a position in PACW in Q2 2023 and held it in 2 quarters. The position peaked at $111K in Q2 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • WealthSource Partners reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • WealthSource Partners sold 13,600 PacWest Bancorp shares in Q4 2023, an estimated $108K.
  • WealthSource Partners first reported a position in PacWest Bancorp in Q2 2023 and held it in 2 quarters.
  • WealthSource Partners's PacWest Bancorp position peaked at $111K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.