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Evolution Wealth Advisors’s PACCAR PCAR Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-78
Closed -$4K – 492
2021
Q3 		$4K Hold
78
– – ﹤0.01% 570
2021
Q2 		$5K Hold
78
– – ﹤0.01% 525
2021
Q1 		$5K Hold
78
– – ﹤0.01% 530
2020
Q4 		$4K Hold
78
– – ﹤0.01% 490
2020
Q3 		$4K Hold
78
– – ﹤0.01% 469
2020
Q2 		$4K Buy
+78
New +$3.65K ﹤0.01% 399
2020
Q1 		– Sell
-111
Closed -$6K – 558
2019
Q4 		$6K Buy
+111
New +$5.71K ﹤0.01% 378
2019
Q3 		– Sell
-131
Closed -$6K – 563
2019
Q2 		$6K Buy
+131
New +$6.09K ﹤0.01% 246

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evolution Wealth Advisors's PCAR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of PACCAR (PCAR) in Q4 2021, closing a stake of 78 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in PCAR in Q2 2019 and held it in 8 quarters. The position peaked at $6K in Q4 2019. 691 funds tracked by Wall St. Rank hold PCAR as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining PACCAR position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 78 PACCAR shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in PACCAR in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's PACCAR position peaked at $6K in Q4 2019.
  • 691 funds tracked by Wall St. Rank held PACCAR as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.