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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 – 962
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 – 835
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concord Wealth Partners's PCAR Position: Q4 2023 in Review

Concord Wealth Partners sold out of PACCAR (PCAR) in Q4 2023, closing a stake of 39 shares — an estimated $3.32K sold.

Concord Wealth Partners first reported a position in PCAR in Q1 2021 and held it in 10 quarters. The position peaked at $9K in Q1 2021. 941 funds tracked by Wall St. Rank hold PCAR as of Q4 2023.

  • Concord Wealth Partners reported no remaining PACCAR position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 39 PACCAR shares in Q4 2023, an estimated $3.32K.
  • Concord Wealth Partners first reported a position in PACCAR in Q1 2021 and held it in 10 quarters.
  • Concord Wealth Partners's PACCAR position peaked at $9K in Q1 2021.
  • 941 funds tracked by Wall St. Rank held PACCAR as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.