Atticus Wealth Management’s PacWest Bancorp PACW Stock Holding History

Atticus 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	-4,334	Closed	-$99.5K	–	591
2022 Q4	$99.5K	Hold	4,334	–	–	0.04%	179
2022 Q3	$116K	Hold	4,334	–	–	0.06%	155
2022 Q2	$116K	Hold	4,334	–	–	0.05%	172
2022 Q1	$187K	Buy	+4,334	New	+$205K	0.07%	147

Other funds holding PACW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Atticus Wealth Management sold out of PacWest Bancorp (PACW) in Q1 2023, closing a stake of 4,334 shares — an estimated $99.5K sold.

Atticus Wealth Management first reported a position in PACW in Q1 2022 and held it in 4 quarters. The position peaked at $187K in Q1 2022. 276 funds tracked by Wall St. Rank hold PACW as of Q1 2023.

Atticus Wealth Management reported no remaining PacWest Bancorp position as of Q1 2023 after selling out during the quarter.
Atticus Wealth Management sold 4,334 PacWest Bancorp shares in Q1 2023, an estimated $99.5K.
Atticus Wealth Management first reported a position in PacWest Bancorp in Q1 2022 and held it in 4 quarters.
Atticus Wealth Management's PacWest Bancorp position peaked at $187K in Q1 2022.
276 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2023.

Based on Atticus Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.