PWPS
PACW

Pinnacle Wealth Planning Services’s PacWest Bancorp PACW Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-162
Closed -$4K – 2108
2020
Q4 		$4K Buy
+162
New +$3.61K ﹤0.01% 1774

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's PACW Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of PacWest Bancorp (PACW) in Q1 2021, closing a stake of 162 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in PACW in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 335 funds tracked by Wall St. Rank hold PACW as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining PacWest Bancorp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 162 PacWest Bancorp shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in PacWest Bancorp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's PacWest Bancorp position peaked at $4K in Q4 2020.
  • 335 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.