TRUE Private Wealth Advisors’s PacWest Bancorp PACW Stock Holding History

TRUE Private 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
2022 Q1	–	Sell	-5,343	Closed	-$241K	–	280
2021 Q4	$241K	Sell	5,343 -294	-5%	-$13.7K	0.03%	231
2021 Q3	$255K	Sell	5,637 -47	-0.8%	-$1.95K	0.04%	205
2021 Q2	$233K	Sell	5,684 -927	-14%	-$39.7K	0.03%	207
2021 Q1	$252K	Sell	6,611 -725	-10%	-$25.4K	0.04%	196
2020 Q4	$186K	Sell	7,336 -2,793	-28%	-$62.3K	0.03%	204
2020 Q3	$173K	Sell	10,129 -515	-5%	-$9.55K	0.03%	196
2020 Q2	$209K	Buy	+10,644	New	+$197K	0.04%	172

Other funds holding PACW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

TRUE Private Wealth Advisors's PACW Position: Q1 2022 in Review

TRUE Private Wealth Advisors sold out of PacWest Bancorp (PACW) in Q1 2022, closing a stake of 5,343 shares — an estimated $241K sold.

TRUE Private Wealth Advisors first reported a position in PACW in Q2 2020 and held it in 7 quarters. The position peaked at $255K in Q3 2021. 380 funds tracked by Wall St. Rank hold PACW as of Q1 2022.

TRUE Private Wealth Advisors reported no remaining PacWest Bancorp position as of Q1 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,343 PacWest Bancorp shares in Q1 2022, an estimated $241K.
TRUE Private Wealth Advisors first reported a position in PacWest Bancorp in Q2 2020 and held it in 7 quarters.
TRUE Private Wealth Advisors's PacWest Bancorp position peaked at $255K in Q3 2021.
380 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.