RFA
PACW

Register Financial Advisors’s PacWest Bancorp PACW Stock Holding History

Register Financial 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
Q3 		– Sell
-250
Closed -$2.04K – 611
2023
Q2 		$2.04K Hold
250
– – ﹤0.01% 499
2023
Q1 		$2.43K Buy
+250
New +$5.56K ﹤0.01% 487

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Register Financial Advisors's PACW Position: Q3 2023 in Review

Register Financial Advisors sold out of PacWest Bancorp (PACW) in Q3 2023, closing a stake of 250 shares — an estimated $2.04K sold.

Register Financial Advisors first reported a position in PACW in Q1 2023 and held it in 2 quarters. The position peaked at $2.43K in Q1 2023. 255 funds tracked by Wall St. Rank hold PACW as of Q3 2023.

  • Register Financial Advisors reported no remaining PacWest Bancorp position as of Q3 2023 after selling out during the quarter.
  • Register Financial Advisors sold 250 PacWest Bancorp shares in Q3 2023, an estimated $2.04K.
  • Register Financial Advisors first reported a position in PacWest Bancorp in Q1 2023 and held it in 2 quarters.
  • Register Financial Advisors's PacWest Bancorp position peaked at $2.43K in Q1 2023.
  • 255 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2023.

Based on Register Financial Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.