SBIA
PACW

Sheaff Brock Investment Advisors’s PacWest Bancorp PACW Stock Holding History

Sheaff Brock 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
2022
Q2 		– Sell
-5,000
Closed -$215K – 553
2022
Q1 		$215K Sell
5,000
-141
-3% -$6.66K 0.02% 460
2021
Q4 		$233K Sell
5,141
-159
-3% -$7.41K 0.02% 451
2021
Q3 		$240K Buy
5,300
+159
+3% +$6.59K 0.02% 442
2021
Q2 		$211K Buy
+5,141
New +$220K 0.02% 459
2020
Q1 		– Sell
-9,733
Closed -$372K – 504
2019
Q4 		$372K Buy
9,733
+1,500
+18% +$56.4K 0.04% 289
2019
Q3 		$299K Buy
8,233
+2,000
+32% +$72.2K 0.03% 336
2019
Q2 		$242K Hold
6,233
– – 0.03% 378
2019
Q1 		$234K Hold
6,233
– – 0.03% 403
2018
Q4 		$207K Sell
6,233
-234
-4% -$9.33K 0.03% 390
2018
Q3 		$308K Buy
6,467
+3
+0% +$151 0.03% 356
2018
Q2 		$319K Sell
6,464
-100
-2% -$5.23K 0.03% 351
2018
Q1 		$325K Buy
6,564
+424
+7% +$22.1K 0.03% 341
2017
Q4 		$309K Sell
6,140
-2,247
-27% -$107K 0.04% 346
2017
Q3 		$424K Buy
8,387
+1,914
+30% +$89.5K 0.06% 287
2017
Q2 		$302K Buy
6,473
+214
+3% +$10.4K 0.04% 383
2017
Q1 		$333K Buy
6,259
+434
+7% +$23.8K 0.04% 369
2016
Q4 		$317K Buy
+5,825
New +$282K 0.04% 386
2016
Q3 		– Sell
-120,715
Closed -$4.8M – 603
2016
Q2 		$4.8M Sell
120,715
-6,887
-5% -$270K 0.61% 39
2016
Q1 		$4.74M Sell
127,602
-6,566
-5% -$233K 0.58% 38
2015
Q4 		$5.78M Buy
+134,168
New +$6.04M 0.66% 30

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Sheaff Brock Investment Advisors's PACW Position: Q2 2022 in Review

Sheaff Brock Investment Advisors sold out of PacWest Bancorp (PACW) in Q2 2022, closing a stake of 5,000 shares — an estimated $215K sold.

Sheaff Brock Investment Advisors first reported a position in PACW in Q4 2015 and held it in 20 quarters. The position peaked at $5.78M in Q4 2015. 331 funds tracked by Wall St. Rank hold PACW as of Q2 2022.

  • Sheaff Brock Investment Advisors reported no remaining PacWest Bancorp position as of Q2 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,000 PacWest Bancorp shares in Q2 2022, an estimated $215K.
  • Sheaff Brock Investment Advisors first reported a position in PacWest Bancorp in Q4 2015 and held it in 20 quarters.
  • Sheaff Brock Investment Advisors's PacWest Bancorp position peaked at $5.78M in Q4 2015.
  • 331 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.