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Financial Synergies Wealth Advisors’s PACCAR PCAR Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-15
Closed -$1.86K – 344
2024
Q1 		$1.86K Buy
15
+5
+50% +$537 ﹤0.01% 335
2023
Q4 		$990 Sell
10
-5
-33% -$449 ﹤0.01% 328
2023
Q3 		$1.28K Hold
15
– – ﹤0.01% 348
2023
Q2 		$1.25K Hold
15
– – ﹤0.01% 343
2023
Q1 		$1.1K Hold
15
– – ﹤0.01% 368
2022
Q4 		$990 Hold
15
– – ﹤0.01% 328
2022
Q3 		$837 Hold
15
– – ﹤0.01% 321
2022
Q2 		$824 Buy
+15
New +$845 ﹤0.01% 329

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 $3.38T AUM 44.17% 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 Synergies Wealth Advisors's PCAR Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 15 shares — an estimated $1.86K sold.

Financial Synergies Wealth Advisors first reported a position in PCAR in Q2 2022 and held it in 8 quarters. The position peaked at $1.86K in Q1 2024. 1,021 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 15 PACCAR shares in Q2 2024, an estimated $1.86K.
  • Financial Synergies Wealth Advisors first reported a position in PACCAR in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's PACCAR position peaked at $1.86K in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.