Cetera Advisors’s PacWest Bancorp PACW Stock Holding History

Cetera Advisors’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 Q3	–	Sell	-11,425	Closed	-$93.1K	–	1816
2023 Q2	$93.1K	Buy	+11,425	New	+$92.1K	﹤0.01%	1583
2019 Q4	–	Sell	-10,463	Closed	-$382K	–	961
2019 Q3	$382K	Sell	10,463 -2,962	-22%	-$107K	0.02%	624
2019 Q2	$522K	Sell	13,425 -3,511	-21%	-$136K	0.02%	551
2019 Q1	$637K	Buy	16,936 +605	+4%	+$23.4K	0.03%	432
2018 Q4	$538K	Sell	16,331 -5,196	-24%	-$207K	0.03%	452
2018 Q3	$1.02M	Buy	21,527 +8,560	+66%	+$431K	0.05%	353
2018 Q2	$636K	Buy	+12,967	New	+$678K	0.04%	436

Other funds holding PACW

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CCMLC

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

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

DAM

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

Cetera Advisors's PACW Position: Q3 2023 in Review

Cetera Advisors sold out of PacWest Bancorp (PACW) in Q3 2023, closing a stake of 11,425 shares — an estimated $93.1K sold.

Cetera Advisors first reported a position in PACW in Q2 2018 and held it in 7 quarters. The position peaked at $1.02M in Q3 2018. 255 funds tracked by Wall St. Rank hold PACW as of Q3 2023.

Cetera Advisors reported no remaining PacWest Bancorp position as of Q3 2023 after selling out during the quarter.
Cetera Advisors sold 11,425 PacWest Bancorp shares in Q3 2023, an estimated $93.1K.
Cetera Advisors first reported a position in PacWest Bancorp in Q2 2018 and held it in 7 quarters.
Cetera Advisors's PacWest Bancorp position peaked at $1.02M in Q3 2018.
255 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2023.

Based on Cetera Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.