Baystate Wealth Management’s PacWest Bancorp PACW Stock Holding History

Baystate 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
2021 Q4	–	Sell	-2	Closed	–	–	1001
2021 Q3	$0	Hold	2	–	–	﹤0.01%	905
2021 Q2	$0	Hold	2	–	–	﹤0.01%	879
2021 Q1	$0	Hold	2	–	–	﹤0.01%	857
2020 Q4	$0	Hold	2	–	–	﹤0.01%	785
2020 Q3	$0	Hold	2	–	–	﹤0.01%	761
2020 Q2	$0	Hold	2	–	–	﹤0.01%	760
2020 Q1	$0	Hold	2	–	–	﹤0.01%	698
2019 Q4	$0	Hold	2	–	–	﹤0.01%	671
2019 Q3	$0	Hold	2	–	–	﹤0.01%	653
2019 Q2	$1K	Hold	2	–	–	﹤0.01%	625
2019 Q1	$1K	Hold	2	–	–	﹤0.01%	640
2018 Q4	$1K	Hold	2	–	–	﹤0.01%	653
2018 Q3	$1K	Hold	2	–	–	﹤0.01%	661
2018 Q2	$1K	Hold	2	–	–	﹤0.01%	672
2018 Q1	$1K	Hold	2	–	–	﹤0.01%	646
2017 Q4	$1K	Hold	2	–	–	﹤0.01%	635
2017 Q3	$1K	Hold	2	–	–	﹤0.01%	613
2017 Q2	$1K	Hold	2	–	–	﹤0.01%	647
2017 Q1	$1K	Buy	+2	New	+$110	﹤0.01%	611

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Baystate Wealth Management's PACW Position: Q4 2021 in Review

Baystate Wealth Management sold out of PacWest Bancorp (PACW) in Q4 2021, closing a stake of 2 shares.

Baystate Wealth Management first reported a position in PACW in Q1 2017 and held it in 19 quarters. The position peaked at $1K in Q2 2019. 370 funds tracked by Wall St. Rank hold PACW as of Q4 2021.

Baystate Wealth Management reported no remaining PacWest Bancorp position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 2 PacWest Bancorp shares in Q4 2021.
Baystate Wealth Management first reported a position in PacWest Bancorp in Q1 2017 and held it in 19 quarters.
Baystate Wealth Management's PacWest Bancorp position peaked at $1K in Q2 2019.
370 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.