Mogy Joel R Investment Counsel’s PacWest Bancorp PACW Stock Holding History

Mogy Joel R Investment Counsel’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
2022 Q2	–	Sell	-7,000	Closed	-$302K	–	112
2022 Q1	$302K	Hold	7,000	–	–	0.02%	100
2021 Q4	$316K	Hold	7,000	–	–	0.02%	106
2021 Q3	$317K	Hold	7,000	–	–	0.03%	101
2021 Q2	$288K	Hold	7,000	–	–	0.02%	103
2021 Q1	$267K	Buy	+7,000	New	+$246K	0.03%	102
2020 Q1	–	Sell	-7,000	Closed	-$268K	–	115
2019 Q4	$268K	Hold	7,000	–	–	0.03%	104
2019 Q3	$254K	Hold	7,000	–	–	0.03%	109
2019 Q2	$272K	Hold	7,000	–	–	0.04%	104
2019 Q1	$263K	Hold	7,000	–	–	0.04%	105
2018 Q4	$233K	Hold	7,000	–	–	0.04%	109
2018 Q3	$334K	Hold	7,000	–	–	0.04%	103
2018 Q2	$346K	Hold	7,000	–	–	0.05%	101
2018 Q1	$347K	Hold	7,000	–	–	0.05%	100
2017 Q4	$353K	Hold	7,000	–	–	0.06%	106
2017 Q3	$354K	Hold	7,000	–	–	0.06%	104
2017 Q2	$327K	Hold	7,000	–	–	0.06%	108
2017 Q1	$373K	Hold	7,000	–	–	0.06%	100
2016 Q4	$381K	Hold	7,000	–	–	0.07%	101
2016 Q3	$300K	Hold	7,000	–	–	0.06%	110
2016 Q2	$278K	Hold	7,000	–	–	0.05%	113
2016 Q1	$260K	Buy	7,000 +6,300	+900%	+$223K	0.05%	115
2015 Q4	$302	Sell	700 -6,300	-90%	-$283K	0.06%	111
2015 Q3	$300K	Hold	7,000	–	–	0.06%	114
2015 Q2	$327K	Hold	7,000	–	–	0.06%	117
2015 Q1	$328K	Hold	7,000	–	–	0.06%	122
2014 Q4	$318K	Hold	7,000	–	–	0.06%	127
2014 Q3	$289K	Hold	7,000	–	–	0.06%	134
2014 Q2	$302K	Hold	7,000	–	–	0.06%	129
2014 Q1	$301K	Hold	7,000	–	–	0.06%	126
2013 Q4	$296K	Hold	7,000	–	–	0.06%	130
2013 Q3	$240K	Hold	7,000	–	–	0.06%	136
2013 Q2	$215K	Buy	+7,000	New	+$197K	0.05%	137

Other funds holding PACW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

DAM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Mogy Joel R Investment Counsel's PACW Position: Q2 2022 in Review

Mogy Joel R Investment Counsel sold out of PacWest Bancorp (PACW) in Q2 2022, closing a stake of 7,000 shares — an estimated $302K sold.

Mogy Joel R Investment Counsel first reported a position in PACW in Q2 2013 and held it in 32 quarters. The position peaked at $381K in Q4 2016. 331 funds tracked by Wall St. Rank hold PACW as of Q2 2022.

Mogy Joel R Investment Counsel reported no remaining PacWest Bancorp position as of Q2 2022 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 7,000 PacWest Bancorp shares in Q2 2022, an estimated $302K.
Mogy Joel R Investment Counsel first reported a position in PacWest Bancorp in Q2 2013 and held it in 32 quarters.
Mogy Joel R Investment Counsel's PacWest Bancorp position peaked at $381K in Q4 2016.
331 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2022.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2022, filed 12 Aug 2022.