Amplius Wealth Advisors’s PACCAR PCAR Stock Holding History

Amplius Wealth Advisors’s Portfolio PCAR Stock Details PCAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-132	Closed	-$7K	–	689
2021 Q4	$7K	Buy	+132	New	+$7.63K	﹤0.01%	665

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Amplius Wealth Advisors's PCAR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of PACCAR (PCAR) in Q1 2022, closing a stake of 132 shares — an estimated $7K sold.

Amplius Wealth Advisors first reported a position in PCAR in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 708 funds tracked by Wall St. Rank hold PCAR as of Q1 2022.

Amplius Wealth Advisors reported no remaining PACCAR position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 132 PACCAR shares in Q1 2022, an estimated $7K.
Amplius Wealth Advisors first reported a position in PACCAR in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's PACCAR position peaked at $7K in Q4 2021.
708 funds tracked by Wall St. Rank held PACCAR as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.