Beacon Harbor Wealth Advisors’s PACCAR PCAR Stock Holding History

Beacon Harbor 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
2024 Q3	–	Sell	-52,451	Closed	-$5.4M	–	78
2024 Q2	$5.4M	Buy	52,451 +600	+1%	+$66.1K	1.4%	39
2024 Q1	$6.42M	Sell	51,851 -5,655	-10%	-$608K	1.7%	21
2023 Q4	$5.62M	Buy	57,506 +561	+1%	+$50.4K	1.63%	25
2023 Q3	$4.84M	Sell	56,945 -1,544	-3%	-$131K	1.61%	27
2023 Q2	$4.89M	Buy	58,489 +2,328	+4%	+$172K	1.6%	32
2023 Q1	$4.11M	Buy	+56,161	New	+$4.02M	1.44%	40

Other funds holding PCAR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Harbor Wealth Advisors's PCAR Position: Q3 2024 in Review

Beacon Harbor Wealth Advisors sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 52,451 shares — an estimated $5.4M sold.

Beacon Harbor Wealth Advisors first reported a position in PCAR in Q1 2023 and held it in 6 quarters. The position peaked at $6.42M in Q1 2024. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

Beacon Harbor Wealth Advisors reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 52,451 PACCAR shares in Q3 2024, an estimated $5.4M.
Beacon Harbor Wealth Advisors first reported a position in PACCAR in Q1 2023 and held it in 6 quarters.
Beacon Harbor Wealth Advisors's PACCAR position peaked at $6.42M in Q1 2024.
958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.