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B.O.S.S. Retirement Advisors’s PACCAR PCAR Stock Holding History

B.O.S.S. Retirement 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
2023
Q2 		– Sell
-3,090
Closed -$226K – 263
2023
Q1 		$226K Buy
+3,090
New +$221K 0.05% 209

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

B.O.S.S. Retirement Advisors's PCAR Position: Q2 2023 in Review

B.O.S.S. Retirement Advisors sold out of PACCAR (PCAR) in Q2 2023, closing a stake of 3,090 shares — an estimated $226K sold.

B.O.S.S. Retirement Advisors first reported a position in PCAR in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 842 funds tracked by Wall St. Rank hold PCAR as of Q2 2023.

  • B.O.S.S. Retirement Advisors reported no remaining PACCAR position as of Q2 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 3,090 PACCAR shares in Q2 2023, an estimated $226K.
  • B.O.S.S. Retirement Advisors first reported a position in PACCAR in Q1 2023 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's PACCAR position peaked at $226K in Q1 2023.
  • 842 funds tracked by Wall St. Rank held PACCAR as of Q2 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.