FFS
PACW

Founders Financial Securities’s PacWest Bancorp PACW Stock Holding History

Founders Financial Securities’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
Q2 		– Sell
-10,197
Closed -$389K – 317
2021
Q1 		$389K Sell
10,197
-24,331
-70% -$854K 0.09% 174
2020
Q4 		$877K Sell
34,528
-2,396
-6% -$53.5K 0.21% 89
2020
Q3 		$631K Buy
36,924
+16,779
+83% +$311K 0.2% 76
2020
Q2 		$397K Buy
20,145
+3,205
+19% +$59.4K 0.13% 111
2020
Q1 		$304K Buy
16,940
+293
+2% +$9.18K 0.11% 92
2019
Q4 		$637K Buy
16,647
+609
+4% +$22.9K 0.22% 68
2019
Q3 		$583K Buy
16,038
+1,811
+13% +$65.4K 0.19% 87
2019
Q2 		$552K Sell
14,227
-2,025
-12% -$78.3K 0.18% 79
2019
Q1 		$611K Buy
16,252
+75
+0.5% +$2.91K 0.19% 79
2018
Q4 		$538K Sell
16,177
-46
-0.3% -$1.83K 0.2% 73
2018
Q3 		$773K Buy
16,223
+206
+1% +$10.4K 0.21% 64
2018
Q2 		$792K Sell
16,017
-199
-1% -$10.4K 0.24% 57
2018
Q1 		$803K Buy
+16,216
New +$847K 0.26% 60

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Founders Financial Securities's PACW Position: Q2 2021 in Review

Founders Financial Securities sold out of PacWest Bancorp (PACW) in Q2 2021, closing a stake of 10,197 shares — an estimated $389K sold.

Founders Financial Securities first reported a position in PACW in Q1 2018 and held it in 13 quarters. The position peaked at $877K in Q4 2020. 337 funds tracked by Wall St. Rank hold PACW as of Q2 2021.

  • Founders Financial Securities reported no remaining PacWest Bancorp position as of Q2 2021 after selling out during the quarter.
  • Founders Financial Securities sold 10,197 PacWest Bancorp shares in Q2 2021, an estimated $389K.
  • Founders Financial Securities first reported a position in PacWest Bancorp in Q1 2018 and held it in 13 quarters.
  • Founders Financial Securities's PacWest Bancorp position peaked at $877K in Q4 2020.
  • 337 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2021.

Based on Founders Financial Securities's 13F filing for Q2 2021, filed 16 Aug 2021.