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FRG Family Wealth Advisors’s PACCAR PCAR Stock Holding History

FRG Family 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
-1,515
Closed -$161K – 285
2024
Q1 		$161K Buy
+1,515
New +$163K 0.03% 148
2023
Q2 		– Sell
-2,865
Closed -$210K – 142
2023
Q1 		$210K Buy
+2,865
New +$205K 0.05% 138

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FRG Family Wealth Advisors's PCAR Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 1,515 shares — an estimated $161K sold.

FRG Family Wealth Advisors first reported a position in PCAR in Q1 2023 and held it in 2 quarters. The position peaked at $210K in Q1 2023. 1,020 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 1,515 PACCAR shares in Q2 2024, an estimated $161K.
  • FRG Family Wealth Advisors first reported a position in PACCAR in Q1 2023 and held it in 2 quarters.
  • FRG Family Wealth Advisors's PACCAR position peaked at $210K in Q1 2023.
  • 1,020 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.