BerganKDV Wealth Management’s PACCAR PCAR Stock Holding History

BerganKDV Wealth Management’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	$50.2K	Sell	600 -28	-4%	-$2.07K	0.01%	373
2023 Q1	$45.9K	Sell	628 -1	-0.2%	-$72	﹤0.01%	401
2022 Q4	$41.4K	Buy	629 +596	+1,806%	+$38.9K	﹤0.01%	395
2022 Q3	$2K	Buy	33 +1	+3%	+$58	﹤0.01%	825
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	844
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	866
2021 Q4	$2K	Sell	32 -75	-70%	-$4.33K	﹤0.01%	926
2021 Q3	$6K	Buy	107 +62	+138%	+$3.44K	﹤0.01%	732
2021 Q2	$3K	Hold	45	–	–	﹤0.01%	776
2021 Q1	$3K	Hold	45	–	–	﹤0.01%	747
2020 Q4	$3K	Hold	45	–	–	﹤0.01%	742
2020 Q3	$3K	Hold	45	–	–	﹤0.01%	653
2020 Q2	$2K	Buy	+45	New	+$2.1K	﹤0.01%	775

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BerganKDV Wealth Management's PCAR Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its PACCAR (PCAR) stake by 4.5% in Q2 2023, selling an estimated $2.07K and leaving 600 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #373.

BerganKDV Wealth Management first reported a position in PCAR in Q2 2020 and has held it in 13 quarters since. 842 funds tracked by Wall St. Rank hold PCAR as of Q2 2023.

BerganKDV Wealth Management held 600 shares of PACCAR worth $50.2K as of Q2 2023.
BerganKDV Wealth Management sold 28 PACCAR shares in Q2 2023, an estimated $2.07K.
PACCAR made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #373 holding.
BerganKDV Wealth Management first reported a position in PACCAR in Q2 2020 and has held it in 13 quarters since.
842 funds tracked by Wall St. Rank held PACCAR as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.