Mount Yale Investment Advisors’s PacWest Bancorp PACW Stock Holding History

Mount Yale 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
2022 Q3	–	Sell	-8,288	Closed	-$221K	–	487
2022 Q2	$221K	Buy	8,288 +1,071	+15%	+$34.7K	0.03%	423
2022 Q1	$311K	Sell	7,217 -268	-4%	-$12.6K	0.03%	356
2021 Q4	$338K	Sell	7,485 -149	-2%	-$6.94K	0.04%	345
2021 Q3	$346K	Buy	7,634 +38	+0.5%	+$1.58K	0.04%	329
2021 Q2	$313K	Buy	7,596 +1,632	+27%	+$69.8K	0.04%	313
2021 Q1	$228K	Buy	+5,964	New	+$209K	0.03%	379
2020 Q1	–	Sell	-10,258	Closed	-$360K	–	341
2019 Q4	$360K	Buy	10,258 +441	+4%	+$16.6K	0.06%	255
2019 Q3	$384K	Sell	9,817 -796	-8%	-$28.8K	0.07%	235
2019 Q2	$364K	Sell	10,613 -1,167	-10%	-$45.1K	0.07%	240
2019 Q1	$443K	Sell	11,780 -138	-1%	-$5.35K	0.08%	202
2018 Q4	$476K	Buy	11,918 +4,493	+61%	+$179K	0.1%	183
2018 Q3	$310K	Buy	7,425 +1,613	+28%	+$81.2K	0.05%	245
2018 Q2	$287K	Buy	+5,812	New	+$304K	0.05%	259

Other funds holding PACW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

DAM

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

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

Mount Yale Investment Advisors's PACW Position: Q3 2022 in Review

Mount Yale Investment Advisors sold out of PacWest Bancorp (PACW) in Q3 2022, closing a stake of 8,288 shares — an estimated $221K sold.

Mount Yale Investment Advisors first reported a position in PACW in Q2 2018 and held it in 13 quarters. The position peaked at $476K in Q4 2018. 303 funds tracked by Wall St. Rank hold PACW as of Q3 2022.

Mount Yale Investment Advisors reported no remaining PacWest Bancorp position as of Q3 2022 after selling out during the quarter.
Mount Yale Investment Advisors sold 8,288 PacWest Bancorp shares in Q3 2022, an estimated $221K.
Mount Yale Investment Advisors first reported a position in PacWest Bancorp in Q2 2018 and held it in 13 quarters.
Mount Yale Investment Advisors's PacWest Bancorp position peaked at $476K in Q4 2018.
303 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.