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Concord Wealth Partners’s PACCAR PCAR Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-39
Closed -$3.32K – 968
2023
Q3 		$3.32K Hold
39
– – ﹤0.01% 786
2023
Q2 		$3.26K Hold
39
– – ﹤0.01% 795
2023
Q1 		$2.85K Hold
39
– – ﹤0.01% 760
2022
Q4 		$2.57K Buy
+39
New +$2.55K ﹤0.01% 895
2022
Q3 		– Sell
-78
Closed -$4K – 836
2022
Q2 		$4K Sell
78
-42
-35% -$2.37K ﹤0.01% 883
2022
Q1 		$7K Buy
120
+42
+54% +$2.56K ﹤0.01% 843
2021
Q4 		$5K Buy
78
+39
+100% +$2.25K ﹤0.01% 956
2021
Q3 		$2K Sell
39
-39
-50% -$2.16K ﹤0.01% 774
2021
Q2 		$5K Sell
78
-75
-49% -$4.6K ﹤0.01% 738
2021
Q1 		$9K Buy
+153
New +$9.56K ﹤0.01% 597

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return