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Confluence Wealth Services’s PACCAR PCAR Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-18
Closed -$1K – 887
2021
Q4 		$1K Buy
+18
New +$1.04K ﹤0.01% 1203

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Confluence Wealth Services's PCAR Position: Q1 2022 in Review

Confluence Wealth Services sold out of PACCAR (PCAR) in Q1 2022, closing a stake of 18 shares — an estimated $1K sold.

Confluence Wealth Services first reported a position in PCAR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 708 funds tracked by Wall St. Rank hold PCAR as of Q1 2022.

  • Confluence Wealth Services reported no remaining PACCAR position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 18 PACCAR shares in Q1 2022, an estimated $1K.
  • Confluence Wealth Services first reported a position in PACCAR in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's PACCAR position peaked at $1K in Q4 2021.
  • 708 funds tracked by Wall St. Rank held PACCAR as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.