Ropes Wealth Advisors’s PacWest Bancorp PACW Stock Holding History

Ropes Wealth 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 Q4	–	Sell	-300	Closed	-$5K	–	942
2020 Q3	$5K	Buy	+300	New	+$5.57K	﹤0.01%	566
2020 Q2	–	Sell	-70	Closed	-$1K	–	619
2020 Q1	$1K	Buy	+70	New	+$2.19K	﹤0.01%	528
2018 Q1	–	Sell	-71	Closed	-$4K	–	769
2017 Q4	$4K	Buy	+71	New	+$3.39K	﹤0.01%	658

Other funds holding PACW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DAM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ropes Wealth Advisors's PACW Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of PacWest Bancorp (PACW) in Q4 2020, closing a stake of 300 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in PACW in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2020. 307 funds tracked by Wall St. Rank hold PACW as of Q4 2020.

Ropes Wealth Advisors reported no remaining PacWest Bancorp position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 300 PacWest Bancorp shares in Q4 2020, an estimated $5K.
Ropes Wealth Advisors first reported a position in PacWest Bancorp in Q4 2017 and held it in 3 quarters.
Ropes Wealth Advisors's PacWest Bancorp position peaked at $5K in Q3 2020.
307 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.