Wealthcare Advisory Partners’s PacWest Bancorp PACW Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-78	Closed	-$3K	–	1993
2021 Q1	$3K	Buy	+78	New	+$2.74K	﹤0.01%	1828
2020 Q2	–	Sell	-44	Closed	-$1K	–	1441
2020 Q1	$1K	Hold	44	–	–	﹤0.01%	1451
2019 Q4	$2K	Hold	44	–	–	﹤0.01%	1291
2019 Q3	$2K	Hold	44	–	–	﹤0.01%	1251
2019 Q2	$2K	Hold	44	–	–	﹤0.01%	1215
2019 Q1	$2K	Hold	44	–	–	﹤0.01%	1123
2018 Q4	$1K	Hold	44	–	–	﹤0.01%	1175
2018 Q3	$2K	Hold	44	–	–	﹤0.01%	1143
2018 Q2	$2K	Buy	+44	New	+$2.3K	﹤0.01%	1145

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's PACW Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of PacWest Bancorp (PACW) in Q2 2021, closing a stake of 78 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in PACW in Q2 2018 and held it in 9 quarters. The position peaked at $3K in Q1 2021. 337 funds tracked by Wall St. Rank hold PACW as of Q2 2021.

Wealthcare Advisory Partners reported no remaining PacWest Bancorp position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 78 PacWest Bancorp shares in Q2 2021, an estimated $3K.
Wealthcare Advisory Partners first reported a position in PacWest Bancorp in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's PacWest Bancorp position peaked at $3K in Q1 2021.
337 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.