RE Dickinson Investment Advisors’s PacWest Bancorp PACW Stock Holding History

RE Dickinson Investment 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
2023 Q2	–	Sell	-48	Closed	–	–	417
2023 Q1	$0	Hold	48	–	–	﹤0.01%	428
2022 Q4	$1K	Hold	48	–	–	﹤0.01%	380
2022 Q3	$1K	Sell	48 -9	-16%	-$242	﹤0.01%	253
2022 Q2	$1	Hold	57	–	–	﹤0.01%	283
2022 Q1	$2K	Hold	57	–	–	﹤0.01%	267
2021 Q4	$3K	Buy	+57	New	+$2.66K	﹤0.01%	250

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

RE Dickinson Investment Advisors's PACW Position: Q2 2023 in Review

RE Dickinson Investment Advisors sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 48 shares.

RE Dickinson Investment Advisors first reported a position in PACW in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

RE Dickinson Investment Advisors reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 48 PacWest Bancorp shares in Q2 2023.
RE Dickinson Investment Advisors first reported a position in PacWest Bancorp in Q4 2021 and held it in 6 quarters.
RE Dickinson Investment Advisors's PacWest Bancorp position peaked at $3K in Q4 2021.
259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.