Principle Wealth Partners’s PacWest Bancorp PACW Stock Holding History

Principle Wealth Partners’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 Q3	–	Sell	-7,495	Closed	-$308K	–	321
2021 Q2	$308K	Buy	+7,495	New	+$321K	0.04%	253
2020 Q3	–	Sell	-5,500	Closed	-$108K	–	456
2020 Q2	$108K	Buy	+5,500	New	+$102K	0.03%	203

Other funds holding PACW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Principle Wealth Partners's PACW Position: Q3 2021 in Review

Principle Wealth Partners sold out of PacWest Bancorp (PACW) in Q3 2021, closing a stake of 7,495 shares — an estimated $308K sold.

Principle Wealth Partners first reported a position in PACW in Q2 2020 and held it in 2 quarters. The position peaked at $308K in Q2 2021. 341 funds tracked by Wall St. Rank hold PACW as of Q3 2021.

Principle Wealth Partners reported no remaining PacWest Bancorp position as of Q3 2021 after selling out during the quarter.
Principle Wealth Partners sold 7,495 PacWest Bancorp shares in Q3 2021, an estimated $308K.
Principle Wealth Partners first reported a position in PacWest Bancorp in Q2 2020 and held it in 2 quarters.
Principle Wealth Partners's PacWest Bancorp position peaked at $308K in Q2 2021.
341 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2021.

Based on Principle Wealth Partners's 13F filing for Q3 2021, filed 16 Nov 2021.