SFS
PACW

Sowell Financial Services’s PacWest Bancorp PACW Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-68
Closed -$3K – 2949
2021
Q1 		$3K Buy
68
+40
+143% +$1.4K ﹤0.01% 2777
2020
Q4 		$1K Hold
28
– – ﹤0.01% 2651
2020
Q3 		$0 Sell
28
-131
-82% -$2.43K ﹤0.01% 2761
2020
Q2 		$3K Sell
159
-52
-25% -$963 ﹤0.01% 2091
2020
Q1 		$4K Sell
211
-181
-46% -$5.67K ﹤0.01% 1939
2019
Q4 		$15K Sell
392
-621
-61% -$23.4K ﹤0.01% 1551
2019
Q3 		$37K Buy
+1,013
New +$36.6K ﹤0.01% 1089

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sowell Financial Services's PACW Position: Q2 2021 in Review

Sowell Financial Services sold out of PacWest Bancorp (PACW) in Q2 2021, closing a stake of 68 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in PACW in Q3 2019 and held it in 7 quarters. The position peaked at $37K in Q3 2019. 337 funds tracked by Wall St. Rank hold PACW as of Q2 2021.

  • Sowell Financial Services reported no remaining PacWest Bancorp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 68 PacWest Bancorp shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in PacWest Bancorp in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's PacWest Bancorp position peaked at $37K in Q3 2019.
  • 337 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.