CPA
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Capital Performance Advisors’s PACCAR PCAR Stock Holding History

Capital Performance 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
Q4 		– Sell
-134
Closed -$13.2K – 1939
2024
Q3 		$13.2K Buy
+134
New +$13.1K ﹤0.01% 729

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

Capital Performance Advisors's PCAR Position: Q4 2024 in Review

Capital Performance Advisors sold out of PACCAR (PCAR) in Q4 2024, closing a stake of 134 shares — an estimated $13.2K sold.

Capital Performance Advisors first reported a position in PCAR in Q3 2024 and held it in 1 quarter. The position peaked at $13.2K in Q3 2024. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • Capital Performance Advisors reported no remaining PACCAR position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 134 PACCAR shares in Q4 2024, an estimated $13.2K.
  • Capital Performance Advisors first reported a position in PACCAR in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's PACCAR position peaked at $13.2K in Q3 2024.
  • 1,012 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.