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Baldwin Wealth Partners’s PACCAR PCAR Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-320
Closed -$31.6K – 784
2024
Q3 		$31.6K Buy
320
+271
+553% +$26.5K ﹤0.01% 628
2024
Q2 		$5.04K Buy
+49
New +$5.4K ﹤0.01% 591
2016
Q2 		– Sell
-2,265
Closed -$83K – 478
2016
Q1 		$83K Buy
+2,265
New +$75.9K 0.01% 256

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Wealth Partners's PCAR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of PACCAR (PCAR) in Q4 2024, closing a stake of 320 shares — an estimated $31.6K sold.

Baldwin Wealth Partners first reported a position in PCAR in Q1 2016 and held it in 3 quarters. The position peaked at $83K in Q1 2016. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining PACCAR position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 320 PACCAR shares in Q4 2024, an estimated $31.6K.
  • Baldwin Wealth Partners first reported a position in PACCAR in Q1 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's PACCAR position peaked at $83K in Q1 2016.
  • 1,012 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.