Focused Wealth Management’s PACCAR PCAR Stock Holding History

Focused Wealth 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
2021 Q3	–	Sell	-5,400	Closed	-$7K	–	1076
2021 Q2	$7K	Sell	5,400 -4,200	-44%	-$257K	﹤0.01%	666
2021 Q1	$8K	Buy	+9,600	New	+$600K	﹤0.01%	639

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focused Wealth Management's PCAR Position: Q1 2024 in Review

Focused Wealth Management sold out of PACCAR (PCAR) in Q1 2024, closing a stake of 58 shares — an estimated $5.7K sold.

Focused Wealth Management first reported a position in PCAR in Q2 2014 and held it in 39 quarters. The position peaked at $129K in Q3 2021. 1,011 funds tracked by Wall St. Rank hold PCAR as of Q1 2024.

Focused Wealth Management reported no remaining PACCAR position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 58 PACCAR shares in Q1 2024, an estimated $5.7K.
Focused Wealth Management first reported a position in PACCAR in Q2 2014 and held it in 39 quarters.
Focused Wealth Management's PACCAR position peaked at $129K in Q3 2021.
1,011 funds tracked by Wall St. Rank held PACCAR as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.