AI
PACW

Atria Investments’s PacWest Bancorp PACW Stock Holding History

Atria Investments’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
2020
Q1 		– Sell
-19,722
Closed -$755K – 1241
2019
Q4 		$755K Sell
19,722
-11,201
-36% -$421K 0.02% 635
2019
Q3 		$1.12M Sell
30,923
-3,594
-10% -$130K 0.04% 386
2019
Q2 		$1.17M Buy
+34,517
New +$1.34M 0.04% 368

Other funds holding PACW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Atria Investments's PACW Position: Q1 2020 in Review

Atria Investments sold out of PacWest Bancorp (PACW) in Q1 2020, closing a stake of 19,722 shares — an estimated $755K sold.

Atria Investments first reported a position in PACW in Q2 2019 and held it in 3 quarters. The position peaked at $1.17M in Q2 2019. 319 funds tracked by Wall St. Rank hold PACW as of Q1 2020.

  • Atria Investments reported no remaining PacWest Bancorp position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 19,722 PacWest Bancorp shares in Q1 2020, an estimated $755K.
  • Atria Investments first reported a position in PacWest Bancorp in Q2 2019 and held it in 3 quarters.
  • Atria Investments's PacWest Bancorp position peaked at $1.17M in Q2 2019.
  • 319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.