Core Wealth Advisors (Florida)’s PACCAR PCAR Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-183	Closed	-$22.7K	–	187
2024 Q1	$22.7K	Hold	183	–	–	0.01%	142
2023 Q4	$17.9K	Hold	183	–	–	0.01%	147
2023 Q3	$15.6K	Hold	183	–	–	0.01%	126
2023 Q2	$15.3K	Hold	183	–	–	0.01%	128
2023 Q1	$13.4K	Hold	183	–	–	0.01%	134
2022 Q4	$12.1K	Hold	183	–	–	0.01%	148
2022 Q3	$10K	Hold	183	–	–	0.01%	140
2022 Q2	$10K	Hold	183	–	–	0.01%	142
2022 Q1	$11K	Sell	183 -182	-50%	-$11.1K	0.01%	142
2021 Q4	$21K	Hold	365	–	–	0.01%	127
2021 Q3	$19K	Hold	365	–	–	0.01%	115
2021 Q2	$22K	Hold	365	–	–	0.01%	99
2021 Q1	$23K	Hold	365	–	–	0.02%	89
2020 Q4	$21K	Hold	365	–	–	0.02%	92
2020 Q3	$21K	Buy	+365	New	+$20.5K	0.02%	76

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return