BWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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