CWC
PACW

Carolinas Wealth Consulting’s PacWest Bancorp PACW Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-1,931
Closed -$33K – 1054
2020
Q3 		$33K Buy
1,931
+24
+1% +$445 0.01% 342
2020
Q2 		$38K Buy
+1,907
New +$35.3K 0.02% 229

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's PACW Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of PacWest Bancorp (PACW) in Q4 2020, closing a stake of 1,931 shares — an estimated $33K sold.

Carolinas Wealth Consulting first reported a position in PACW in Q2 2020 and held it in 2 quarters. The position peaked at $38K in Q2 2020. 307 funds tracked by Wall St. Rank hold PACW as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining PacWest Bancorp position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,931 PacWest Bancorp shares in Q4 2020, an estimated $33K.
  • Carolinas Wealth Consulting first reported a position in PacWest Bancorp in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's PacWest Bancorp position peaked at $38K in Q2 2020.
  • 307 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.