EWA
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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 – 495
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 – 559
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return