Financial Gravity Asset Management’s PacWest Bancorp PACW Stock Holding History

Financial Gravity 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
2021 Q3	$45K	Buy	+1	New	+$41	0.02%	607
2019 Q4	–	Sell	-2	Closed	–	–	1752
2019 Q3	$0	Sell	2 -34	-94%	-$1.23K	﹤0.01%	1615
2019 Q2	$1K	Sell	36 -95	-73%	-$3.67K	﹤0.01%	1162
2019 Q1	$5K	Buy	+131	New	+$5.08K	﹤0.01%	708
2018 Q3	$3K	Buy	85 +8	+10%	+$403	﹤0.01%	892
2018 Q2	$4K	Buy	77 +21	+38%	+$1.1K	﹤0.01%	854
2018 Q1	$3K	Buy	+56	New	+$2.92K	﹤0.01%	899

Other funds holding PACW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Financial Gravity Asset Management's PACW Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in PacWest Bancorp (PACW) in Q3 2021: 1 share worth $45K. The stake represents 0.02% of the portfolio and ranks #607 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in PACW as recently as Q3 2019.

Financial Gravity Asset Management first reported a position in PACW in Q1 2018 and has held it in 7 quarters since. 341 funds tracked by Wall St. Rank hold PACW as of Q3 2021.

Financial Gravity Asset Management held 1 share of PacWest Bancorp worth $45K as of Q3 2021.
PacWest Bancorp was a new Financial Gravity Asset Management position in Q3 2021.
PacWest Bancorp made up 0.02% of Financial Gravity Asset Management's portfolio in Q3 2021, its #607 holding.
Financial Gravity Asset Management first reported a position in PacWest Bancorp in Q1 2018 and has held it in 7 quarters since.
341 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.