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 Q4	–	Sell	-1	Closed	-$45K	–	1013
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 $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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Gravity Asset Management's PACW Position: Q4 2021 in Review

Financial Gravity Asset Management sold out of PacWest Bancorp (PACW) in Q4 2021, closing a stake of 1 share — an estimated $45K sold.

Financial Gravity Asset Management first reported a position in PACW in Q1 2018 and held it in 7 quarters. The position peaked at $45K in Q3 2021. 370 funds tracked by Wall St. Rank hold PACW as of Q4 2021.

Financial Gravity Asset Management reported no remaining PacWest Bancorp position as of Q4 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 1 PacWest Bancorp share in Q4 2021, an estimated $45K.
Financial Gravity Asset Management first reported a position in PacWest Bancorp in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's PacWest Bancorp position peaked at $45K in Q3 2021.
370 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2021.

Based on Financial Gravity Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.