AWM
PACW

Accurate Wealth Management’s PacWest Bancorp PACW Stock Holding History

Accurate Wealth Management’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
Q1 		– Sell
-15
Closed -$360 – 1563
2022
Q4 		$360 Buy
+15
New +$364 ﹤0.01% 1525

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Accurate Wealth Management's PACW Position: Q1 2023 in Review

Accurate Wealth Management sold out of PacWest Bancorp (PACW) in Q1 2023, closing a stake of 15 shares — an estimated $360 sold.

Accurate Wealth Management first reported a position in PACW in Q4 2022 and held it in 1 quarter. The position peaked at $360 in Q4 2022. 276 funds tracked by Wall St. Rank hold PACW as of Q1 2023.

  • Accurate Wealth Management reported no remaining PacWest Bancorp position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 15 PacWest Bancorp shares in Q1 2023, an estimated $360.
  • Accurate Wealth Management first reported a position in PacWest Bancorp in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's PacWest Bancorp position peaked at $360 in Q4 2022.
  • 276 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.