LTI
PACW

Laffer Tengler Investments’s PacWest Bancorp PACW Stock Holding History

Laffer Tengler Investments’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
-4,153
Closed -$33.8K – 403
2023
Q2 		$33.8K Buy
4,153
+10
+0.2% +$81 0.01% 332
2023
Q1 		$40.3K Sell
4,143
-142
-3% -$3.16K 0.01% 332
2022
Q4 		$98.3K Buy
+4,285
New +$104K 0.03% 260

Other funds holding PACW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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

Laffer Tengler Investments's PACW Position: Q3 2023 in Review

Laffer Tengler Investments sold out of PacWest Bancorp (PACW) in Q3 2023, closing a stake of 4,153 shares — an estimated $33.8K sold.

Laffer Tengler Investments first reported a position in PACW in Q4 2022 and held it in 3 quarters. The position peaked at $98.3K in Q4 2022. 255 funds tracked by Wall St. Rank hold PACW as of Q3 2023.

  • Laffer Tengler Investments reported no remaining PacWest Bancorp position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 4,153 PacWest Bancorp shares in Q3 2023, an estimated $33.8K.
  • Laffer Tengler Investments first reported a position in PacWest Bancorp in Q4 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's PacWest Bancorp position peaked at $98.3K in Q4 2022.
  • 255 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.