Harvest Group Wealth Management’s PacWest Bancorp PACW Stock Holding History

Harvest Group Wealth 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 Q1	–	Sell	-75	Closed	-$2K	–	772
2020 Q4	$2K	Sell	75 -5	-6%	-$112	﹤0.01%	401
2020 Q3	$1K	Hold	80	–	–	﹤0.01%	550
2020 Q2	$1K	Sell	80 -2	-2%	-$37	﹤0.01%	448
2020 Q1	$1K	Buy	+82	New	+$2.57K	﹤0.01%	458
2019 Q3	–	Sell	-46	Closed	-$1K	–	1152
2019 Q2	$1K	Hold	46	–	–	﹤0.01%	850
2019 Q1	$2K	Buy	+46	New	+$1.78K	﹤0.01%	703

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

DAM

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

Harvest Group Wealth Management's PACW Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of PacWest Bancorp (PACW) in Q1 2021, closing a stake of 75 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in PACW in Q1 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2020. 335 funds tracked by Wall St. Rank hold PACW as of Q1 2021.

Harvest Group Wealth Management reported no remaining PacWest Bancorp position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 75 PacWest Bancorp shares in Q1 2021, an estimated $2K.
Harvest Group Wealth Management first reported a position in PacWest Bancorp in Q1 2019 and held it in 6 quarters.
Harvest Group Wealth Management's PacWest Bancorp position peaked at $2K in Q4 2020.
335 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.