MIA
PACW

Milestone Investment Advisors’s PacWest Bancorp PACW Stock Holding History

Milestone 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
Q2 		– Sell
-14,500
Closed -$141K – 444
2023
Q1 		$141K Buy
+14,500
New +$322K 0.04% 126

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

Milestone Investment Advisors's PACW Position: Q2 2023 in Review

Milestone Investment Advisors sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 14,500 shares — an estimated $141K sold.

Milestone Investment Advisors first reported a position in PACW in Q1 2023 and held it in 1 quarter. The position peaked at $141K in Q1 2023. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

  • Milestone Investment Advisors reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 14,500 PacWest Bancorp shares in Q2 2023, an estimated $141K.
  • Milestone Investment Advisors first reported a position in PacWest Bancorp in Q1 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's PacWest Bancorp position peaked at $141K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.