LC
PACW

Lindbrook Capital’s PacWest Bancorp PACW Stock Holding History

Lindbrook Capital’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
Q2 		– Sell
-115
Closed -$1.12K – 2890
2023
Q1 		$1.12K Sell
115
-192
-63% -$4.27K ﹤0.01% 2432
2022
Q4 		$7.05K Buy
307
+200
+187% +$4.85K ﹤0.01% 1617
2022
Q3 		$2K Sell
107
-5
-4% -$135 ﹤0.01% 2186
2022
Q2 		$3K Buy
112
+46
+70% +$1.49K ﹤0.01% 1878
2022
Q1 		$3K Hold
66
– – ﹤0.01% 1906
2021
Q4 		$3K Hold
66
– – ﹤0.01% 1721
2021
Q3 		$3K Hold
66
– – ﹤0.01% 1467
2021
Q2 		$3K Hold
66
– – ﹤0.01% 1528
2021
Q1 		$3K Hold
66
– – ﹤0.01% 1485
2020
Q4 		$2K Hold
66
– – ﹤0.01% 1539
2020
Q3 		$1K Sell
66
-71
-52% -$1.32K ﹤0.01% 1694
2020
Q2 		$3K Sell
137
-25
-15% -$463 ﹤0.01% 1320
2020
Q1 		$3K Sell
162
-900
-85% -$28.2K ﹤0.01% 1239
2019
Q4 		$41K Sell
1,062
-512
-33% -$19.3K 0.01% 508
2019
Q3 		$57K Buy
1,574
+27
+2% +$975 0.02% 377
2019
Q2 		$60K Buy
1,547
+42
+3% +$1.63K 0.02% 359
2019
Q1 		$56K Sell
1,505
-60
-4% -$2.32K 0.02% 367
2018
Q4 		$52K Buy
+1,565
New +$62.4K 0.03% 333

Other funds holding PACW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's PACW Position: Q2 2023 in Review

Lindbrook Capital sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 115 shares — an estimated $1.12K sold.

Lindbrook Capital first reported a position in PACW in Q4 2018 and held it in 18 quarters. The position peaked at $60K in Q2 2019. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

  • Lindbrook Capital reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
  • Lindbrook Capital sold 115 PacWest Bancorp shares in Q2 2023, an estimated $1.12K.
  • Lindbrook Capital first reported a position in PacWest Bancorp in Q4 2018 and held it in 18 quarters.
  • Lindbrook Capital's PacWest Bancorp position peaked at $60K in Q2 2019.
  • 259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.