Creative Planning
PACW

Creative Planning’s PacWest Bancorp PACW Stock Holding History

Creative Planning’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
-9,612
Closed -$221K – 2808
2022
Q4 		$221K Buy
+9,612
New +$233K ﹤0.01% 1958
2018
Q4 		– Sell
-4,203
Closed -$200K – 2148
2018
Q3 		$200K Buy
+4,203
New +$212K ﹤0.01% 1682
2017
Q4 		– Sell
-4,404
Closed -$222K – 2025
2017
Q3 		$222K Buy
4,404
+247
+6% +$11.6K ﹤0.01% 1523
2017
Q2 		$194K Buy
4,157
+613
+17% +$29.9K ﹤0.01% 1535
2017
Q1 		$189K Buy
3,544
+1,719
+94% +$94.2K ﹤0.01% 1528
2016
Q4 		$99K Buy
1,825
+64
+4% +$3.09K ﹤0.01% 1874
2016
Q3 		$76K Sell
1,761
-13,853
-89% -$578K ﹤0.01% 2047
2016
Q2 		$621K Sell
15,614
-1,766
-10% -$69.2K ﹤0.01% 685
2016
Q1 		$646K Buy
17,380
+2,004
+13% +$71K 0.01% 662
2015
Q4 		$663K Buy
15,376
+13,400
+678% +$603K 0.01% 642
2015
Q3 		$85K Buy
+1,976
New +$88.6K ﹤0.01% 1684
2015
Q2 		– Sell
-1,155
Closed -$54K – 3208
2015
Q1 		$54K Sell
1,155
-350
-23% -$15.8K ﹤0.01% 1983
2014
Q4 		$68K Sell
1,505
-669
-31% -$29.3K ﹤0.01% 1796
2014
Q3 		$90K Buy
2,174
+47
+2% +$1.97K ﹤0.01% 1548
2014
Q2 		$92K Buy
2,127
+1,127
+113% +$47K ﹤0.01% 1490
2014
Q1 		$43K Hold
1,000
– – ﹤0.01% 1904
2013
Q4 		$42K Hold
1,000
– – ﹤0.01% 1736
2013
Q3 		$34K Buy
+1,000
New +$33.9K ﹤0.01% 1760

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Creative Planning's PACW Position: Q1 2023 in Review

Creative Planning sold out of PacWest Bancorp (PACW) in Q1 2023, closing a stake of 9,612 shares — an estimated $221K sold.

Creative Planning first reported a position in PACW in Q3 2013 and held it in 18 quarters. The position peaked at $663K in Q4 2015. 276 funds tracked by Wall St. Rank hold PACW as of Q1 2023.

  • Creative Planning reported no remaining PacWest Bancorp position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 9,612 PacWest Bancorp shares in Q1 2023, an estimated $221K.
  • Creative Planning first reported a position in PacWest Bancorp in Q3 2013 and held it in 18 quarters.
  • Creative Planning's PacWest Bancorp position peaked at $663K in Q4 2015.
  • 276 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.