ISWM
PACW

Independent Solutions Wealth Management’s PacWest Bancorp PACW Stock Holding History

Independent Solutions 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
2022
Q2 		– Sell
-5,113
Closed -$221K – 252
2022
Q1 		$221K Buy
5,113
+1
+0% +$47 0.05% 204
2021
Q4 		$231K Buy
+5,112
New +$238K 0.05% 205

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Independent Solutions Wealth Management's PACW Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of PacWest Bancorp (PACW) in Q2 2022, closing a stake of 5,113 shares — an estimated $221K sold.

Independent Solutions Wealth Management first reported a position in PACW in Q4 2021 and held it in 2 quarters. The position peaked at $231K in Q4 2021. 331 funds tracked by Wall St. Rank hold PACW as of Q2 2022.

  • Independent Solutions Wealth Management reported no remaining PacWest Bancorp position as of Q2 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,113 PacWest Bancorp shares in Q2 2022, an estimated $221K.
  • Independent Solutions Wealth Management first reported a position in PacWest Bancorp in Q4 2021 and held it in 2 quarters.
  • Independent Solutions Wealth Management's PacWest Bancorp position peaked at $231K in Q4 2021.
  • 331 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.