BerganKDV Wealth Management’s PacWest Bancorp PACW Stock Holding History

BerganKDV 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
2022 Q3	–	Sell	-18	Closed	–	–	1092
2022 Q2	$0	Hold	18	–	–	﹤0.01%	1092
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	984
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	1040
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	1022
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	967
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	916
2020 Q4	$0	Buy	+18	New	+$402	﹤0.01%	1025
2020 Q2	–	Sell	-72	Closed	-$1K	–	1120
2020 Q1	$1K	Hold	72	–	–	﹤0.01%	904
2019 Q4	$3K	Buy	+72	New	+$2.71K	﹤0.01%	733

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

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

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

BerganKDV Wealth Management's PACW Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of PacWest Bancorp (PACW) in Q3 2022, closing a stake of 18 shares.

BerganKDV Wealth Management first reported a position in PACW in Q4 2019 and held it in 9 quarters. The position peaked at $3K in Q4 2019. 303 funds tracked by Wall St. Rank hold PACW as of Q3 2022.

BerganKDV Wealth Management reported no remaining PacWest Bancorp position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 18 PacWest Bancorp shares in Q3 2022.
BerganKDV Wealth Management first reported a position in PacWest Bancorp in Q4 2019 and held it in 9 quarters.
BerganKDV Wealth Management's PacWest Bancorp position peaked at $3K in Q4 2019.
303 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.