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 – 2955
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% 2775
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 $5.7T 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return