Patriot Financial Group Insurance Agency’s PacWest Bancorp PACW Stock Holding History

Patriot Financial Group Insurance Agency’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	-1,000	Closed	-$27K	–	2058
2022 Q2	$27K	Hold	1,000	–	–	0.01%	920
2022 Q1	$43K	Hold	1,000	–	–	0.01%	828
2021 Q4	$45K	Hold	1,000	–	–	0.01%	921
2021 Q3	$45K	Hold	1,000	–	–	0.01%	910
2021 Q2	$41K	Hold	1,000	–	–	0.01%	907
2021 Q1	$38K	Hold	1,000	–	–	0.01%	870
2020 Q4	$25K	Hold	1,000	–	–	0.01%	906
2020 Q3	$17K	Hold	1,000	–	–	0.01%	872
2020 Q2	$20K	Hold	1,000	–	–	0.01%	751
2020 Q1	$18K	Buy	+1,000	New	+$31.3K	0.01%	697

Other funds holding PACW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Patriot Financial Group Insurance Agency's PACW Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of PacWest Bancorp (PACW) in Q3 2022, closing a stake of 1,000 shares — an estimated $27K sold.

Patriot Financial Group Insurance Agency first reported a position in PACW in Q1 2020 and held it in 10 quarters. The position peaked at $45K in Q4 2021. 303 funds tracked by Wall St. Rank hold PACW as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining PacWest Bancorp position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,000 PacWest Bancorp shares in Q3 2022, an estimated $27K.
Patriot Financial Group Insurance Agency first reported a position in PacWest Bancorp in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's PacWest Bancorp position peaked at $45K in Q4 2021.
303 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.