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Aspen Wealth Strategies’s PACCAR PCAR Stock Holding History

Aspen Wealth Strategies’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
2023
Q2 		– Sell
-3,802
Closed -$278K – 85
2023
Q1 		$278K Sell
3,802
-272
-7% -$19.5K 0.22% 65
2022
Q4 		$269K Buy
+4,074
New +$266K 0.22% 61

Other funds holding PCAR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aspen Wealth Strategies's PCAR Position: Q2 2023 in Review

Aspen Wealth Strategies sold out of PACCAR (PCAR) in Q2 2023, closing a stake of 3,802 shares — an estimated $278K sold.

Aspen Wealth Strategies first reported a position in PCAR in Q4 2022 and held it in 2 quarters. The position peaked at $278K in Q1 2023. 842 funds tracked by Wall St. Rank hold PCAR as of Q2 2023.

  • Aspen Wealth Strategies reported no remaining PACCAR position as of Q2 2023 after selling out during the quarter.
  • Aspen Wealth Strategies sold 3,802 PACCAR shares in Q2 2023, an estimated $278K.
  • Aspen Wealth Strategies first reported a position in PACCAR in Q4 2022 and held it in 2 quarters.
  • Aspen Wealth Strategies's PACCAR position peaked at $278K in Q1 2023.
  • 842 funds tracked by Wall St. Rank held PACCAR as of Q2 2023.

Based on Aspen Wealth Strategies's 13F filing for Q2 2023, filed 2 Aug 2023.