RWM
PACW

Raffa Wealth Management’s PacWest Bancorp PACW Stock Holding History

Raffa Wealth Management’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
2019
Q3 		– Sell
-20
Closed -$777 – 765
2019
Q2 		$777 Buy
+20
New +$774 ﹤0.01% 706

Other funds holding PACW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raffa Wealth Management's PACW Position: Q3 2019 in Review

Raffa Wealth Management sold out of PacWest Bancorp (PACW) in Q3 2019, closing a stake of 20 shares — an estimated $777 sold.

Raffa Wealth Management first reported a position in PACW in Q2 2019 and held it in 1 quarter. The position peaked at $777 in Q2 2019. 399 funds tracked by Wall St. Rank hold PACW as of Q3 2019.

  • Raffa Wealth Management reported no remaining PacWest Bancorp position as of Q3 2019 after selling out during the quarter.
  • Raffa Wealth Management sold 20 PacWest Bancorp shares in Q3 2019, an estimated $777.
  • Raffa Wealth Management first reported a position in PacWest Bancorp in Q2 2019 and held it in 1 quarter.
  • Raffa Wealth Management's PacWest Bancorp position peaked at $777 in Q2 2019.
  • 399 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2019.

Based on Raffa Wealth Management's 13F filing for Q3 2019, filed 27 Jul 2026.