CVA Family Office’s PacWest Bancorp PACW Stock Holding History

CVA Family Office’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	-105	Closed	-$3K	–	956
2022 Q2	$3K	Buy	105 +65	+163%	+$2.1K	﹤0.01%	814
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	895
2021 Q4	$2K	Buy	+40	New	+$1.86K	﹤0.01%	857
2021 Q3	–	Sell	-40	Closed	-$2K	–	932
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	900
2021 Q1	$2K	Buy	+40	New	+$1.4K	﹤0.01%	732

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

CVA Family Office's PACW Position: Q3 2022 in Review

CVA Family Office sold out of PacWest Bancorp (PACW) in Q3 2022, closing a stake of 105 shares — an estimated $3K sold.

CVA Family Office first reported a position in PACW in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 303 funds tracked by Wall St. Rank hold PACW as of Q3 2022.

CVA Family Office reported no remaining PacWest Bancorp position as of Q3 2022 after selling out during the quarter.
CVA Family Office sold 105 PacWest Bancorp shares in Q3 2022, an estimated $3K.
CVA Family Office first reported a position in PacWest Bancorp in Q1 2021 and held it in 5 quarters.
CVA Family Office's PacWest Bancorp position peaked at $3K in Q2 2022.
303 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2022.

Based on CVA Family Office's 13F filing for Q3 2022, filed 22 Nov 2022.