First Personal Financial Services’s PACCAR PCAR Stock Holding History

First Personal Financial Services’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 Q3	$494	Buy	+5	New	+$489	﹤0.01%	400
2020 Q1	–	Sell	-27	Closed	-$1K	–	458
2019 Q4	$1K	Sell	27 -1,260	-98%	-$64.8K	﹤0.01%	471
2019 Q3	$60K	Hold	1,287	–	–	0.02%	225
2019 Q2	$61K	Buy	1,287 +27	+2%	+$1.25K	0.02%	262
2019 Q1	$57K	Hold	1,260	–	–	0.02%	257
2018 Q4	$48K	Buy	1,260 +220	+21%	+$8.78K	0.02%	262
2018 Q3	$47K	Buy	+1,040	New	+$45.9K	0.01%	296
2018 Q2	–	Sell	-269	Closed	-$12K	–	864
2018 Q1	$12K	Sell	269 -802	-75%	-$37.9K	﹤0.01%	745
2017 Q4	$51K	Sell	1,071 -186	-15%	-$8.8K	0.01%	470
2017 Q3	$61K	Hold	1,257	–	–	0.01%	386
2017 Q2	$55K	Buy	1,257 +634	+102%	+$27.4K	0.01%	400
2017 Q1	$28K	Hold	623	–	–	0.01%	511
2016 Q4	$27K	Hold	623	–	–	0.01%	489
2016 Q3	$24K	Hold	623	–	–	0.01%	400
2016 Q2	$22K	Buy	623 +503	+419%	+$18.5K	0.01%	407
2016 Q1	$4K	Buy	+120	New	+$4.02K	﹤0.01%	292

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Personal Financial Services's PCAR Position: Q3 2024 in Review

First Personal Financial Services opened a new position in PACCAR (PCAR) in Q3 2024: 5 shares worth $494. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in PCAR as recently as Q4 2019.

First Personal Financial Services first reported a position in PCAR in Q1 2016 and has held it in 16 quarters since. The position peaked at $61K in Q2 2019. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

First Personal Financial Services held 5 shares of PACCAR worth $494 as of Q3 2024.
PACCAR was a new First Personal Financial Services position in Q3 2024.
PACCAR made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #400 holding.
First Personal Financial Services first reported a position in PACCAR in Q1 2016 and has held it in 16 quarters since.
First Personal Financial Services's PACCAR position peaked at $61K in Q2 2019.
958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.