WFS
PACW

Widmann Financial Services’s PacWest Bancorp PACW Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-1,302
Closed -$58K – 486
2021
Q4 		$58K Buy
+1,302
New +$60.7K 0.05% 169

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Widmann Financial Services's PACW Position: Q1 2022 in Review

Widmann Financial Services sold out of PacWest Bancorp (PACW) in Q1 2022, closing a stake of 1,302 shares — an estimated $58K sold.

Widmann Financial Services first reported a position in PACW in Q4 2021 and held it in 1 quarter. The position peaked at $58K in Q4 2021. 380 funds tracked by Wall St. Rank hold PACW as of Q1 2022.

  • Widmann Financial Services reported no remaining PacWest Bancorp position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 1,302 PacWest Bancorp shares in Q1 2022, an estimated $58K.
  • Widmann Financial Services first reported a position in PacWest Bancorp in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's PacWest Bancorp position peaked at $58K in Q4 2021.
  • 380 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.