Prospera Financial Services’s PacWest Bancorp PACW Stock Holding History

Prospera Financial 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
2023 Q2	–	Sell	-10,316	Closed	-$100K	–	1093
2023 Q1	$100K	Buy	+10,316	New	+$229K	﹤0.01%	933
2022 Q3	–	Sell	-1,641	Closed	-$44K	–	1646
2022 Q2	$44K	Hold	1,641	–	–	﹤0.01%	1055
2022 Q1	$71K	Buy	+1,641	New	+$77.5K	﹤0.01%	1232
2020 Q4	–	Sell	-165	Closed	-$3K	–	1651
2020 Q3	$3K	Buy	+165	New	+$3.06K	﹤0.01%	1426

Other funds holding PACW

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prospera Financial Services's PACW Position: Q2 2023 in Review

Prospera Financial Services sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 10,316 shares — an estimated $100K sold.

Prospera Financial Services first reported a position in PACW in Q3 2020 and held it in 4 quarters. The position peaked at $100K in Q1 2023. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

Prospera Financial Services reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
Prospera Financial Services sold 10,316 PacWest Bancorp shares in Q2 2023, an estimated $100K.
Prospera Financial Services first reported a position in PacWest Bancorp in Q3 2020 and held it in 4 quarters.
Prospera Financial Services's PacWest Bancorp position peaked at $100K in Q1 2023.
259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.