IPG Investment Advisors’s PacWest Bancorp PACW Stock Holding History

IPG Investment Advisors’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
2023 Q3	–	Sell	-23,830	Closed	-$194K	–	192
2023 Q2	$194K	Sell	23,830 -9,000	-27%	-$72.5K	0.04%	160
2023 Q1	$319K	Buy	32,830 +20,000	+156%	+$445K	0.07%	115
2022 Q4	$294K	Hold	12,830	–	–	0.08%	100
2022 Q3	$290K	Hold	12,830	–	–	0.08%	95
2022 Q2	$342K	Hold	12,830	–	–	0.09%	102
2022 Q1	$553K	Hold	12,830	–	–	0.11%	90
2021 Q4	$580K	Buy	+12,830	New	+$598K	0.11%	103
2021 Q2	–	Sell	-21,642	Closed	-$826K	–	228
2021 Q1	$826K	Hold	21,642	–	–	0.16%	94
2020 Q4	$550K	Hold	21,642	–	–	0.13%	93
2020 Q3	$370K	Buy	21,642 +603	+3%	+$11.2K	0.11%	100
2020 Q2	$415K	Hold	21,039	–	–	0.14%	80
2020 Q1	$377K	Hold	21,039	–	–	0.16%	80
2019 Q4	$805K	Hold	21,039	–	–	0.25%	58
2019 Q3	$765K	Buy	21,039 +3,000	+17%	+$108K	0.27%	55
2019 Q2	$700K	Hold	18,039	–	–	0.26%	58
2019 Q1	$678K	Hold	18,039	–	–	0.23%	64
2018 Q4	$600K	Hold	18,039	–	–	0.23%	59
2018 Q3	$860K	Hold	18,039	–	–	0.28%	54
2018 Q2	$891K	Hold	18,039	–	–	0.31%	50
2018 Q1	$893K	Hold	18,039	–	–	0.29%	47
2017 Q4	$909K	Buy	18,039 +8,500	+89%	+$405K	0.38%	42
2017 Q3	$482K	Hold	9,539	–	–	0.17%	71
2017 Q2	$445K	Hold	9,539	–	–	0.18%	69
2017 Q1	$508K	Hold	9,539	–	–	0.23%	66
2016 Q4	$519K	Hold	9,539	–	–	0.21%	67
2016 Q3	$409K	Hold	9,539	–	–	0.17%	70
2016 Q2	$379K	Hold	9,539	–	–	0.16%	82
2016 Q1	$354K	Hold	9,539	–	–	0.16%	72
2015 Q4	$411K	Hold	9,539	–	–	0.19%	71
2015 Q3	$408K	Sell	9,539 -3,500	-27%	-$157K	0.19%	80
2015 Q2	$610K	Hold	13,039	–	–	0.22%	78
2015 Q1	$611K	Hold	13,039	–	–	0.23%	69
2014 Q4	$593K	Buy	13,039 +4,439	+52%	+$195K	0.23%	60
2014 Q3	$355K	Hold	8,600	–	–	0.13%	67
2014 Q2	$371K	Hold	8,600	–	–	0.16%	66
2014 Q1	$370K	Hold	8,600	–	–	0.17%	53
2013 Q4	$363K	Buy	+8,600	New	+$337K	0.19%	41

Other funds holding PACW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

DAM

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

IPG Investment Advisors's PACW Position: Q3 2023 in Review

IPG Investment Advisors sold out of PacWest Bancorp (PACW) in Q3 2023, closing a stake of 23,830 shares — an estimated $194K sold.

IPG Investment Advisors first reported a position in PACW in Q4 2013 and held it in 37 quarters. The position peaked at $909K in Q4 2017. 255 funds tracked by Wall St. Rank hold PACW as of Q3 2023.

IPG Investment Advisors reported no remaining PacWest Bancorp position as of Q3 2023 after selling out during the quarter.
IPG Investment Advisors sold 23,830 PacWest Bancorp shares in Q3 2023, an estimated $194K.
IPG Investment Advisors first reported a position in PacWest Bancorp in Q4 2013 and held it in 37 quarters.
IPG Investment Advisors's PacWest Bancorp position peaked at $909K in Q4 2017.
255 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2023.

Based on IPG Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.