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Company Main View
Name:
PACIFIC CAPITAL WEALTH ADVISORS INC
City:
CORONA
State:
CA
Zip:
92881
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$394,328,000
Total Value Change :
$37,652,000
Securities Held Change :
279
All Securities Held :
345
New Positions
:
278
Closed Positions
:
3
Increased Positions
:
22
Unchanged Positions
:
19
Decreased Positions
:
26
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
CSJ
iShares Barclays 1-3 Year C...
344
Closed
$50.96
$0
0
0%
-306,000
-6,138
0
Closed - End Fund - E...
HDV
Ishares High Dividend Equit...
343
Closed
$110.39
$0
0
0%
-314,000
-3,178
0
N/A
VDC
Vangaurd Cnsmr Staples VIPER
324
Closed
$207.12
$0
0
0%
-270,000
-1,478
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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