WP
PACW

Westmount Partners’s PacWest Bancorp PACW Stock Holding History

Westmount 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
2023
Q2 		– Sell
-50,000
Closed -$487K – 194
2023
Q1 		$487K Buy
+50,000
New +$1.11M 0.22% 101

Other funds holding PACW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westmount Partners's PACW Position: Q2 2023 in Review

Westmount Partners sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 50,000 shares — an estimated $487K sold.

Westmount Partners first reported a position in PACW in Q1 2023 and held it in 1 quarter. The position peaked at $487K in Q1 2023. 258 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

  • Westmount Partners reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
  • Westmount Partners sold 50,000 PacWest Bancorp shares in Q2 2023, an estimated $487K.
  • Westmount Partners first reported a position in PacWest Bancorp in Q1 2023 and held it in 1 quarter.
  • Westmount Partners's PacWest Bancorp position peaked at $487K in Q1 2023.
  • 258 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on Westmount Partners's 13F filing for Q2 2023, filed 28 Jan 2025.