NWM
PACW

Nicola Wealth Management’s PacWest Bancorp PACW Stock Holding History

Nicola 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
Q4 		– Sell
-12,600
Closed -$390K – 129
2022
Q3 		$390K Hold
12,600
– – 0.04% 126
2022
Q2 		$433K Buy
+12,600
New +$408K 0.04% 136

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nicola Wealth Management's PACW Position: Q4 2022 in Review

Nicola Wealth Management sold out of PacWest Bancorp (PACW) in Q4 2022, closing a stake of 12,600 shares — an estimated $390K sold.

Nicola Wealth Management first reported a position in PACW in Q2 2022 and held it in 2 quarters. The position peaked at $433K in Q2 2022. 300 funds tracked by Wall St. Rank hold PACW as of Q4 2022.

  • Nicola Wealth Management reported no remaining PacWest Bancorp position as of Q4 2022 after selling out during the quarter.
  • Nicola Wealth Management sold 12,600 PacWest Bancorp shares in Q4 2022, an estimated $390K.
  • Nicola Wealth Management first reported a position in PacWest Bancorp in Q2 2022 and held it in 2 quarters.
  • Nicola Wealth Management's PacWest Bancorp position peaked at $433K in Q2 2022.
  • 300 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2022.

Based on Nicola Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.