PFO
PACW

Pathstone Family Office’s PacWest Bancorp PACW Stock Holding History

Pathstone Family Office’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
-9,782
Closed -$226K – 1433
2022
Q3 		$226K Buy
+9,782
New +$263K ﹤0.01% 1050
2022
Q2 		– Sell
-8,482
Closed -$538K – 1165
2022
Q1 		$538K Hold
8,482
– – 0.01% 522
2021
Q4 		$383K Buy
+8,482
New +$395K 0.01% 639
2017
Q2 		– Sell
-34
Closed -$2K – 674
2017
Q1 		$2K Buy
+34
New +$1.86K ﹤0.01% 414

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pathstone Family Office's PACW Position: Q4 2022 in Review

Pathstone Family Office sold out of PacWest Bancorp (PACW) in Q4 2022, closing a stake of 9,782 shares — an estimated $226K sold.

Pathstone Family Office first reported a position in PACW in Q1 2017 and held it in 4 quarters. The position peaked at $538K in Q1 2022. 299 funds tracked by Wall St. Rank hold PACW as of Q4 2022.

  • Pathstone Family Office reported no remaining PacWest Bancorp position as of Q4 2022 after selling out during the quarter.
  • Pathstone Family Office sold 9,782 PacWest Bancorp shares in Q4 2022, an estimated $226K.
  • Pathstone Family Office first reported a position in PacWest Bancorp in Q1 2017 and held it in 4 quarters.
  • Pathstone Family Office's PacWest Bancorp position peaked at $538K in Q1 2022.
  • 299 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.