Global Retirement Partners’s PacWest Bancorp PACW Stock Holding History

Global Retirement Partners’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	–	Sell	-727	Closed	-$19K	–	3060
2022 Q2	$19K	Hold	727	–	–	﹤0.01%	1377
2022 Q1	$21K	Buy	+727	New	+$34.3K	﹤0.01%	1339
2021 Q4	–	Sell	-138	Closed	-$6K	–	1939
2021 Q3	$6K	Buy	+138	New	+$5.72K	﹤0.01%	1585
2021 Q1	–	Sell	-147	Closed	-$4K	–	1931
2020 Q4	$4K	Buy	147 +3	+2%	+$67	﹤0.01%	1518
2020 Q3	$2K	Hold	144	–	–	﹤0.01%	1525
2020 Q2	$3K	Hold	144	–	–	﹤0.01%	1427
2020 Q1	$3K	Hold	144	–	–	﹤0.01%	1374
2019 Q4	$6K	Sell	144 -29	-17%	-$1.09K	﹤0.01%	1313
2019 Q3	$6K	Hold	173	–	–	﹤0.01%	1276
2019 Q2	$7K	Hold	173	–	–	﹤0.01%	1220
2019 Q1	$7K	Hold	173	–	–	﹤0.01%	1171
2018 Q4	$6K	Sell	173 -967	-85%	-$38.6K	﹤0.01%	1135
2018 Q3	$54K	Sell	1,140 -185	-14%	-$9.31K	0.01%	544
2018 Q2	$65K	Sell	1,325 -151	-10%	-$7.89K	0.02%	480
2018 Q1	$73K	Buy	1,476 +67	+5%	+$3.5K	0.02%	440
2017 Q4	$71K	Buy	1,409 +144	+11%	+$6.87K	0.02%	427
2017 Q3	$64K	Hold	1,265	–	–	0.03%	393
2017 Q2	$59K	Hold	1,265	–	–	0.03%	386
2017 Q1	$67K	Buy	+1,265	New	+$69.3K	0.04%	337

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

Global Retirement Partners's PACW Position: Q3 2022 in Review

Global Retirement Partners sold out of PacWest Bancorp (PACW) in Q3 2022, closing a stake of 727 shares — an estimated $19K sold.

Global Retirement Partners first reported a position in PACW in Q1 2017 and held it in 19 quarters. The position peaked at $73K in Q1 2018. 303 funds tracked by Wall St. Rank hold PACW as of Q3 2022.

Global Retirement Partners reported no remaining PacWest Bancorp position as of Q3 2022 after selling out during the quarter.
Global Retirement Partners sold 727 PacWest Bancorp shares in Q3 2022, an estimated $19K.
Global Retirement Partners first reported a position in PacWest Bancorp in Q1 2017 and held it in 19 quarters.
Global Retirement Partners's PacWest Bancorp position peaked at $73K in Q1 2018.
303 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.