Plante Moran Financial Advisors’s PacWest Bancorp PACW Stock Holding History

Plante Moran Financial Advisors’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 Q2	–	Sell	-45	Closed	-$2K	–	1120
2021 Q1	$2K	Buy	+45	New	+$1.58K	﹤0.01%	937
2016 Q1	–	Sell	-196	Closed	-$8K	–	1060
2015 Q4	$8K	Buy	+196	New	+$8.82K	0.01%	625
2013 Q4	–	Sell	-5,620	Closed	-$193K	–	722
2013 Q3	$193K	Hold	5,620	–	–	0.12%	75
2013 Q2	$172K	Buy	+5,620	New	+$158K	0.13%	74

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 $2.3T AUM 54.33% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's PACW Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of PacWest Bancorp (PACW) in Q2 2021, closing a stake of 45 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in PACW in Q2 2013 and held it in 4 quarters. The position peaked at $193K in Q3 2013. 337 funds tracked by Wall St. Rank hold PACW as of Q2 2021.

Plante Moran Financial Advisors reported no remaining PacWest Bancorp position as of Q2 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 45 PacWest Bancorp shares in Q2 2021, an estimated $2K.
Plante Moran Financial Advisors first reported a position in PacWest Bancorp in Q2 2013 and held it in 4 quarters.
Plante Moran Financial Advisors's PacWest Bancorp position peaked at $193K in Q3 2013.
337 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.