SWRP
PACW

Summit Wealth & Retirement Planning’s PacWest Bancorp PACW Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-29,930
Closed -$291K – 109
2023
Q1 		$291K Buy
+29,930
New +$666K 0.11% 84

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth & Retirement Planning's PACW Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 29,930 shares — an estimated $291K sold.

Summit Wealth & Retirement Planning first reported a position in PACW in Q1 2023 and held it in 1 quarter. The position peaked at $291K in Q1 2023. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 29,930 PacWest Bancorp shares in Q2 2023, an estimated $291K.
  • Summit Wealth & Retirement Planning first reported a position in PacWest Bancorp in Q1 2023 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's PacWest Bancorp position peaked at $291K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.