MWM
PACW

MorganRosel Wealth Management’s PacWest Bancorp PACW Stock Holding History

MorganRosel Wealth Management’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
-18,573
Closed -$801K – 101
2022
Q1 		$801K Sell
18,573
-811
-4% -$38.3K 0.39% 53
2021
Q4 		$876K Buy
19,384
+2,694
+16% +$126K 0.43% 47
2021
Q3 		$756K Buy
16,690
+1,226
+8% +$50.8K 0.41% 49
2021
Q2 		$636K Buy
+15,464
New +$662K 0.36% 57

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Goldman Sachs
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

MorganRosel Wealth Management's PACW Position: Q2 2022 in Review

MorganRosel Wealth Management sold out of PacWest Bancorp (PACW) in Q2 2022, closing a stake of 18,573 shares — an estimated $801K sold.

MorganRosel Wealth Management first reported a position in PACW in Q2 2021 and held it in 4 quarters. The position peaked at $876K in Q4 2021. 331 funds tracked by Wall St. Rank hold PACW as of Q2 2022.

  • MorganRosel Wealth Management reported no remaining PacWest Bancorp position as of Q2 2022 after selling out during the quarter.
  • MorganRosel Wealth Management sold 18,573 PacWest Bancorp shares in Q2 2022, an estimated $801K.
  • MorganRosel Wealth Management first reported a position in PacWest Bancorp in Q2 2021 and held it in 4 quarters.
  • MorganRosel Wealth Management's PacWest Bancorp position peaked at $876K in Q4 2021.
  • 331 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2022.

Based on MorganRosel Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.