FourThought Financial’s PacWest Bancorp PACW Stock Holding History

FourThought Financial’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	$22K	Sell	959 -645	-40%	-$17.4K	﹤0.01%	842
2022 Q2	$43K	Sell	1,604 -657	-29%	-$21.3K	0.01%	653
2022 Q1	$98K	Hold	2,261	–	–	0.01%	482
2021 Q4	$102K	Hold	2,261	–	–	0.01%	479
2021 Q3	$102K	Sell	2,261 -25	-1%	-$1.04K	0.01%	487
2021 Q2	$94K	Sell	2,286 -150	-6%	-$6.42K	0.01%	520
2021 Q1	$92K	Sell	2,436 -935	-28%	-$32.8K	0.01%	513
2020 Q4	$85K	Buy	+3,371	New	+$75.2K	0.01%	523

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

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

FourThought Financial's PACW Position: Q3 2022 in Review

FourThought Financial reduced its PacWest Bancorp (PACW) stake by 40% in Q3 2022, selling an estimated $17.4K and leaving 959 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

FourThought Financial first reported a position in PACW in Q4 2020 and has held it in 8 quarters since. The position peaked at $102K in Q4 2021. 303 funds tracked by Wall St. Rank hold PACW as of Q3 2022.

FourThought Financial held 959 shares of PacWest Bancorp worth $22K as of Q3 2022.
FourThought Financial sold 645 PacWest Bancorp shares in Q3 2022, an estimated $17.4K.
PacWest Bancorp made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #842 holding.
FourThought Financial first reported a position in PacWest Bancorp in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's PacWest Bancorp position peaked at $102K in Q4 2021.
303 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.