EWA
PCAR icon

Exencial Wealth Advisors’s PACCAR PCAR Stock Holding History

Exencial 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
2022
Q2 		– Sell
-90,624
Closed -$5.32M – 454
2022
Q1 		$5.32M Sell
90,624
-711
-0.8% -$43.4K 0.27% 116
2021
Q4 		$5.37M Sell
91,335
-37,391
-29% -$2.16M 0.26% 123
2021
Q3 		$6.77M Buy
+128,726
New +$7.14M 0.29% 91
2016
Q3 		– Sell
-78,398
Closed -$2.71M – 175
2016
Q2 		$2.71M Buy
78,398
+6,644
+9% +$244K 1.22% 29
2016
Q1 		$2.62M Buy
+71,754
New +$2.4M 1.23% 27

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

Exencial Wealth Advisors's PCAR Position: Q2 2022 in Review

Exencial Wealth Advisors sold out of PACCAR (PCAR) in Q2 2022, closing a stake of 90,624 shares — an estimated $5.32M sold.

Exencial Wealth Advisors first reported a position in PCAR in Q1 2016 and held it in 5 quarters. The position peaked at $6.77M in Q3 2021. 703 funds tracked by Wall St. Rank hold PCAR as of Q2 2022.

  • Exencial Wealth Advisors reported no remaining PACCAR position as of Q2 2022 after selling out during the quarter.
  • Exencial Wealth Advisors sold 90,624 PACCAR shares in Q2 2022, an estimated $5.32M.
  • Exencial Wealth Advisors first reported a position in PACCAR in Q1 2016 and held it in 5 quarters.
  • Exencial Wealth Advisors's PACCAR position peaked at $6.77M in Q3 2021.
  • 703 funds tracked by Wall St. Rank held PACCAR as of Q2 2022.

Based on Exencial Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.