PA
PACW

Pinnacle Associates’s PacWest Bancorp PACW Stock Holding History

Pinnacle Associates’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
2023
Q3 		– Sell
-19,465
Closed -$159K – 836
2023
Q2 		$159K Sell
19,465
-32,260
-62% -$260K ﹤0.01% 773
2023
Q1 		$503K Buy
51,725
+5,050
+11% +$112K 0.01% 516
2022
Q4 		$1.07M Sell
46,675
-2,565
-5% -$62.2K 0.02% 393
2022
Q3 		$1.11M Buy
49,240
+5,950
+14% +$160K 0.03% 384
2022
Q2 		$1.15M Buy
43,290
+36,290
+518% +$1.17M 0.03% 376
2022
Q1 		$302K Buy
7,000
+75
+1% +$3.54K 0.01% 670
2021
Q4 		$313K Buy
6,925
+50
+0.7% +$2.33K 0.01% 661
2021
Q3 		$312K Buy
+6,875
New +$285K 0.01% 638

Other funds holding PACW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Pinnacle Associates's PACW Position: Q3 2023 in Review

Pinnacle Associates sold out of PacWest Bancorp (PACW) in Q3 2023, closing a stake of 19,465 shares — an estimated $159K sold.

Pinnacle Associates first reported a position in PACW in Q3 2021 and held it in 8 quarters. The position peaked at $1.15M in Q2 2022. 255 funds tracked by Wall St. Rank hold PACW as of Q3 2023.

  • Pinnacle Associates reported no remaining PacWest Bancorp position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Associates sold 19,465 PacWest Bancorp shares in Q3 2023, an estimated $159K.
  • Pinnacle Associates first reported a position in PacWest Bancorp in Q3 2021 and held it in 8 quarters.
  • Pinnacle Associates's PacWest Bancorp position peaked at $1.15M in Q2 2022.
  • 255 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2023.

Based on Pinnacle Associates's 13F filing for Q3 2023, filed 24 Oct 2023.