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Financial Gravity Asset Management’s PACCAR PCAR Stock Holding History

Financial Gravity Asset Management’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
-5
Closed -$562 – 1690
2024
Q1 		$562 Buy
5
+1
+25% +$107 ﹤0.01% 809
2023
Q4 		$440 Buy
+4
New +$359 ﹤0.01% 896
2018
Q3 		$1K Hold
21
– – ﹤0.01% 1207
2018
Q2 		$1K Sell
21
-668
-97% -$28.9K ﹤0.01% 1232
2018
Q1 		$29K Buy
+689
New +$32.6K 0.03% 468

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's PCAR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 5 shares — an estimated $562 sold.

Financial Gravity Asset Management first reported a position in PCAR in Q1 2018 and held it in 5 quarters. The position peaked at $29K in Q1 2018. 1,021 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 5 PACCAR shares in Q2 2024, an estimated $562.
  • Financial Gravity Asset Management first reported a position in PACCAR in Q1 2018 and held it in 5 quarters.
  • Financial Gravity Asset Management's PACCAR position peaked at $29K in Q1 2018.
  • 1,021 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.