FA
PACW

FDx Advisors’s PacWest Bancorp PACW Stock Holding History

FDx 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
2022
Q2 		– Sell
-5,804
Closed -$250K – 916
2022
Q1 		$250K Buy
5,804
+766
+15% +$36.2K 0.01% 725
2021
Q4 		$228K Buy
5,038
+79
+2% +$3.68K 0.01% 795
2021
Q3 		$225K Buy
+4,959
New +$206K 0.01% 763
2021
Q2 		– Sell
-6,328
Closed -$241K – 869
2021
Q1 		$241K Buy
+6,328
New +$222K 0.01% 689
2020
Q1 		– Sell
-7,620
Closed -$292K – 630
2019
Q4 		$292K Sell
7,620
-1,543
-17% -$58K 0.02% 495
2019
Q3 		$333K Buy
9,163
+2,266
+33% +$81.9K 0.02% 448
2019
Q2 		$268K Buy
6,897
+206
+3% +$7.97K 0.01% 675
2019
Q1 		$252K Sell
6,691
-245
-4% -$9.49K 0.01% 658
2018
Q4 		$231K Sell
6,936
-1,443
-17% -$57.5K 0.02% 486
2018
Q3 		$399K Buy
8,379
+985
+13% +$49.6K 0.01% 593
2018
Q2 		$365K Buy
7,394
+547
+8% +$28.6K 0.01% 649
2018
Q1 		$339K Sell
6,847
-896
-12% -$46.8K 0.01% 922
2017
Q4 		$390K Buy
7,743
+874
+13% +$41.7K 0.01% 905
2017
Q3 		$347K Buy
+6,869
New +$321K 0.01% 990

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FDx Advisors's PACW Position: Q2 2022 in Review

FDx Advisors sold out of PacWest Bancorp (PACW) in Q2 2022, closing a stake of 5,804 shares — an estimated $250K sold.

FDx Advisors first reported a position in PACW in Q3 2017 and held it in 14 quarters. The position peaked at $399K in Q3 2018. 331 funds tracked by Wall St. Rank hold PACW as of Q2 2022.

  • FDx Advisors reported no remaining PacWest Bancorp position as of Q2 2022 after selling out during the quarter.
  • FDx Advisors sold 5,804 PacWest Bancorp shares in Q2 2022, an estimated $250K.
  • FDx Advisors first reported a position in PacWest Bancorp in Q3 2017 and held it in 14 quarters.
  • FDx Advisors's PacWest Bancorp position peaked at $399K in Q3 2018.
  • 331 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2022.

Based on FDx Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.