TC
PACW

Truvestments Capital’s PacWest Bancorp PACW Stock Holding History

Truvestments Capital’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
Q3 		– Sell
-65
Closed -$3K – 660
2021
Q2 		$3K Hold
65
– – ﹤0.01% 531
2021
Q1 		$2K Buy
+65
New +$2.28K ﹤0.01% 634

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
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 $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Truvestments Capital's PACW Position: Q3 2021 in Review

Truvestments Capital sold out of PacWest Bancorp (PACW) in Q3 2021, closing a stake of 65 shares — an estimated $3K sold.

Truvestments Capital first reported a position in PACW in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 341 funds tracked by Wall St. Rank hold PACW as of Q3 2021.

  • Truvestments Capital reported no remaining PacWest Bancorp position as of Q3 2021 after selling out during the quarter.
  • Truvestments Capital sold 65 PacWest Bancorp shares in Q3 2021, an estimated $3K.
  • Truvestments Capital first reported a position in PacWest Bancorp in Q1 2021 and held it in 2 quarters.
  • Truvestments Capital's PacWest Bancorp position peaked at $3K in Q2 2021.
  • 341 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2021.

Based on Truvestments Capital's 13F filing for Q3 2021, filed 29 Oct 2021.