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Clarus Wealth Advisors’s PACCAR PCAR Stock Holding History

Clarus 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
-5,776
Closed -$586K – 139
2024
Q2 		$586K Buy
+5,776
New +$637K 0.31% 69

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarus Wealth Advisors's PCAR Position: Q3 2024 in Review

Clarus Wealth Advisors sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 5,776 shares — an estimated $586K sold.

Clarus Wealth Advisors first reported a position in PCAR in Q2 2024 and held it in 1 quarter. The position peaked at $586K in Q2 2024. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

  • Clarus Wealth Advisors reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 5,776 PACCAR shares in Q3 2024, an estimated $586K.
  • Clarus Wealth Advisors first reported a position in PACCAR in Q2 2024 and held it in 1 quarter.
  • Clarus Wealth Advisors's PACCAR position peaked at $586K in Q2 2024.
  • 958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Clarus Wealth Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.