SWA
PACW

Sutton Wealth Advisors’s PacWest Bancorp PACW Stock Holding History

Sutton 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
2023
Q1 		– Sell
-17
Closed -$390 – 1644
2022
Q4 		$390 Sell
17
-18
-51% -$437 ﹤0.01% 1535
2022
Q3 		$791 Buy
35
+4
+13% +$108 ﹤0.01% 1358
2022
Q2 		$826 Buy
31
+5
+19% +$162 ﹤0.01% 1337
2022
Q1 		$1.12K Buy
26
+13
+100% +$614 ﹤0.01% 1320
2021
Q4 		$587 Buy
+13
New +$606 ﹤0.01% 1472
2019
Q3 		– Sell
-73
Closed -$2.83K – 1227
2019
Q2 		$2.83K Buy
+73
New +$2.82K ﹤0.01% 1010
2018
Q3 		– Sell
-264
Closed -$13K – 1168
2018
Q2 		$13K Hold
264
– – 0.01% 755
2018
Q1 		$13.1K Hold
264
– – 0.01% 726
2017
Q4 		$13.3K Sell
264
-124
-32% -$5.92K 0.01% 702
2017
Q3 		$19.6K Hold
388
– – 0.02% 553
2017
Q2 		$18.1K Sell
388
-342
-47% -$16.7K 0.01% 570
2017
Q1 		$38.9K Sell
730
-520
-42% -$28.5K 0.03% 306
2016
Q4 		$68K Buy
1,250
+1,040
+495% +$50.3K 0.06% 217
2016
Q3 		$9.01K Buy
+210
New +$8.76K 0.01% 687

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Sutton Wealth Advisors's PACW Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of PacWest Bancorp (PACW) in Q1 2023, closing a stake of 17 shares — an estimated $390 sold.

Sutton Wealth Advisors first reported a position in PACW in Q3 2016 and held it in 14 quarters. The position peaked at $68K in Q4 2016. 276 funds tracked by Wall St. Rank hold PACW as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining PacWest Bancorp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 17 PacWest Bancorp shares in Q1 2023, an estimated $390.
  • Sutton Wealth Advisors first reported a position in PacWest Bancorp in Q3 2016 and held it in 14 quarters.
  • Sutton Wealth Advisors's PacWest Bancorp position peaked at $68K in Q4 2016.
  • 276 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.