SSC
PACW

Syverson Strege & Co’s PacWest Bancorp PACW Stock Holding History

Syverson Strege & Co’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
-23
Closed -$224 – 659
2023
Q1 		$224 Buy
+23
New +$511 ﹤0.01% 652

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

Syverson Strege & Co's PACW Position: Q2 2023 in Review

Syverson Strege & Co sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 23 shares — an estimated $224 sold.

Syverson Strege & Co first reported a position in PACW in Q1 2023 and held it in 1 quarter. The position peaked at $224 in Q1 2023. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

  • Syverson Strege & Co reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 23 PacWest Bancorp shares in Q2 2023, an estimated $224.
  • Syverson Strege & Co first reported a position in PacWest Bancorp in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's PacWest Bancorp position peaked at $224 in Q1 2023.
  • 259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.