OPS
PACW

Orion Portfolio Solutions’s PacWest Bancorp PACW Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,088
Closed -$21K – 2187
2020
Q2 		$21K Sell
1,088
-497
-31% -$9.21K ﹤0.01% 943
2020
Q1 		$28K Buy
1,585
+562
+55% +$17.6K ﹤0.01% 745
2019
Q4 		$39K Buy
+1,023
New +$38.5K ﹤0.01% 608

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Orion Portfolio Solutions's PACW Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of PacWest Bancorp (PACW) in Q3 2020, closing a stake of 1,088 shares — an estimated $21K sold.

Orion Portfolio Solutions first reported a position in PACW in Q4 2019 and held it in 3 quarters. The position peaked at $39K in Q4 2019. 293 funds tracked by Wall St. Rank hold PACW as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining PacWest Bancorp position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,088 PacWest Bancorp shares in Q3 2020, an estimated $21K.
  • Orion Portfolio Solutions first reported a position in PacWest Bancorp in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's PacWest Bancorp position peaked at $39K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.