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Financial Architects (New Jersey)’s PACCAR PCAR Stock Holding History

Financial Architects (New Jersey)’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
2018
Q4 		– Sell
-6,000
Closed -$273K – 1449
2018
Q3 		$273K Buy
+6,000
New +$265K 0.04% 254

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Financial Architects (New Jersey)'s PCAR Position: Q2 2023 in Review

Financial Architects (New Jersey) held its PACCAR (PCAR) position steady in Q2 2023 at 9,290 shares worth $777K. The position accounts for 0.12% of the portfolio, ranked #166.

Financial Architects (New Jersey) first reported a position in PCAR in Q2 2013 and has held it in 36 quarters since. 843 funds tracked by Wall St. Rank hold PCAR as of Q2 2023.

  • Financial Architects (New Jersey) held 9,290 shares of PACCAR worth $777K as of Q2 2023.
  • Financial Architects (New Jersey) left its PACCAR share count unchanged in Q2 2023.
  • PACCAR made up 0.12% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #166 holding.
  • Financial Architects (New Jersey) first reported a position in PACCAR in Q2 2013 and has held it in 36 quarters since.
  • 843 funds tracked by Wall St. Rank held PACCAR as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.