Jones Financial Companies
PACW

Jones Financial Companies’s PacWest Bancorp PACW Stock Holding History

Jones Financial Companies’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
Q2 		– Sell
-62
Closed -$2K – 804
2021
Q1 		$2K Buy
+62
New +$2.17K ﹤0.01% 754

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies's PACW Position: Q2 2021 in Review

Jones Financial Companies sold out of PacWest Bancorp (PACW) in Q2 2021, closing a stake of 62 shares — an estimated $2K sold.

Jones Financial Companies first reported a position in PACW in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 337 funds tracked by Wall St. Rank hold PACW as of Q2 2021.

  • Jones Financial Companies reported no remaining PacWest Bancorp position as of Q2 2021 after selling out during the quarter.
  • Jones Financial Companies sold 62 PacWest Bancorp shares in Q2 2021, an estimated $2K.
  • Jones Financial Companies first reported a position in PacWest Bancorp in Q1 2021 and held it in 1 quarter.
  • Jones Financial Companies's PacWest Bancorp position peaked at $2K in Q1 2021.
  • 337 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2021.

Based on Jones Financial Companies's 13F filing for Q2 2021, filed 12 Aug 2021.