WFA
PACW

Wipfli Financial Advisors’s PacWest Bancorp PACW Stock Holding History

Wipfli Financial Advisors’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
Q3 		$51K Buy
+2,235
New +$60.1K ﹤0.01% 1071

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

Wipfli Financial Advisors's PACW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PacWest Bancorp (PACW) in Q3 2022: 2,235 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings.

303 funds tracked by Wall St. Rank hold PACW as of Q3 2022.

  • Wipfli Financial Advisors held 2,235 shares of PacWest Bancorp worth $51K as of Q3 2022.
  • PacWest Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
  • PacWest Bancorp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1071 holding.
  • 303 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.