UFF
PACW

USA Financial Formulas’s PacWest Bancorp PACW Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-1,496
Closed -$65K – 465
2022
Q1 		$65K Buy
+1,496
New +$70.6K 0.07% 134
2021
Q3 		– Sell
-2,338
Closed -$96K – 499
2021
Q2 		$96K Buy
+2,338
New +$100K 0.08% 173
2017
Q2 		– Sell
-13,973
Closed -$744K – 331
2017
Q1 		$744K Buy
+13,973
New +$766K 0.18% 114

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

USA Financial Formulas's PACW Position: Q2 2022 in Review

USA Financial Formulas sold out of PacWest Bancorp (PACW) in Q2 2022, closing a stake of 1,496 shares — an estimated $65K sold.

USA Financial Formulas first reported a position in PACW in Q1 2017 and held it in 3 quarters. The position peaked at $744K in Q1 2017. 331 funds tracked by Wall St. Rank hold PACW as of Q2 2022.

  • USA Financial Formulas reported no remaining PacWest Bancorp position as of Q2 2022 after selling out during the quarter.
  • USA Financial Formulas sold 1,496 PacWest Bancorp shares in Q2 2022, an estimated $65K.
  • USA Financial Formulas first reported a position in PacWest Bancorp in Q1 2017 and held it in 3 quarters.
  • USA Financial Formulas's PacWest Bancorp position peaked at $744K in Q1 2017.
  • 331 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2022.

Based on USA Financial Formulas's 13F filing for Q2 2022, filed 15 Aug 2022.