RIA
PACW

Realta Investment Advisors’s PacWest Bancorp PACW Stock Holding History

Realta 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
2020
Q1 		– Sell
-423
Closed -$16K – 1488
2019
Q4 		$16K Buy
423
+6
+1% +$226 ﹤0.01% 1002
2019
Q3 		$15K Sell
417
-1,887
-82% -$68.2K ﹤0.01% 1010
2019
Q2 		$89K Buy
2,304
+2,010
+684% +$77.7K 0.02% 532
2019
Q1 		$11K Buy
+294
New +$11.4K 0.01% 895

Other funds holding PACW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Realta Investment Advisors's PACW Position: Q1 2020 in Review

Realta Investment Advisors sold out of PacWest Bancorp (PACW) in Q1 2020, closing a stake of 423 shares — an estimated $16K sold.

Realta Investment Advisors first reported a position in PACW in Q1 2019 and held it in 4 quarters. The position peaked at $89K in Q2 2019. 319 funds tracked by Wall St. Rank hold PACW as of Q1 2020.

  • Realta Investment Advisors reported no remaining PacWest Bancorp position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 423 PacWest Bancorp shares in Q1 2020, an estimated $16K.
  • Realta Investment Advisors first reported a position in PacWest Bancorp in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's PacWest Bancorp position peaked at $89K in Q2 2019.
  • 319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.