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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Core Wealth Advisors (Florida)'s PCAR Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 183 shares — an estimated $22.7K sold.

Core Wealth Advisors (Florida) first reported a position in PCAR in Q3 2020 and held it in 15 quarters. The position peaked at $23K in Q1 2021. 1,021 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 183 PACCAR shares in Q2 2024, an estimated $22.7K.
Core Wealth Advisors (Florida) first reported a position in PACCAR in Q3 2020 and held it in 15 quarters.
Core Wealth Advisors (Florida)'s PACCAR position peaked at $23K in Q1 2021.
1,021 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.