Vanguard Personalized Indexing Management’s PacWest Bancorp PACW Stock Holding History

Vanguard Personalized Indexing Management’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	-20,406	Closed	-$199K	–	1546
2023 Q1	$199K	Buy	20,406 +6,280	+44%	+$140K	0.01%	1336
2022 Q4	$324K	Buy	+14,126	New	+$343K	0.01%	951
2022 Q3	–	Sell	-7,892	Closed	-$210K	–	1323
2022 Q2	$210K	Buy	+7,892	New	+$255K	0.01%	1127

Other funds holding PACW

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Personalized Indexing Management's PACW Position: Q2 2023 in Review

Vanguard Personalized Indexing Management sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 20,406 shares — an estimated $199K sold.

Vanguard Personalized Indexing Management first reported a position in PACW in Q2 2022 and held it in 3 quarters. The position peaked at $324K in Q4 2022. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

Vanguard Personalized Indexing Management reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 20,406 PacWest Bancorp shares in Q2 2023, an estimated $199K.
Vanguard Personalized Indexing Management first reported a position in PacWest Bancorp in Q2 2022 and held it in 3 quarters.
Vanguard Personalized Indexing Management's PacWest Bancorp position peaked at $324K in Q4 2022.
259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2023, filed 28 Jul 2023.