EAM
PACW

EFG Asset Management’s PacWest Bancorp PACW Stock Holding History

EFG Asset 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
-35,644
Closed -$951K – 203
2022
Q2 		$951K Sell
35,644
-14,621
-29% -$473K 0.2% 147
2022
Q1 		$2.17M Sell
50,265
-9,888
-16% -$467K 0.32% 104
2021
Q4 		$2.72M Buy
+60,153
New +$2.8M 0.35% 81

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
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

EFG Asset Management's PACW Position: Q3 2022 in Review

EFG Asset Management sold out of PacWest Bancorp (PACW) in Q3 2022, closing a stake of 35,644 shares — an estimated $951K sold.

EFG Asset Management first reported a position in PACW in Q4 2021 and held it in 3 quarters. The position peaked at $2.72M in Q4 2021. 303 funds tracked by Wall St. Rank hold PACW as of Q3 2022.

  • EFG Asset Management reported no remaining PacWest Bancorp position as of Q3 2022 after selling out during the quarter.
  • EFG Asset Management sold 35,644 PacWest Bancorp shares in Q3 2022, an estimated $951K.
  • EFG Asset Management first reported a position in PacWest Bancorp in Q4 2021 and held it in 3 quarters.
  • EFG Asset Management's PacWest Bancorp position peaked at $2.72M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2022.

Based on EFG Asset Management's 13F filing for Q3 2022, filed 28 Oct 2022.