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Glassman Wealth Services’s PACCAR PCAR Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-909
Closed -$88.8K – 1345
2023
Q4 		$88.8K Buy
909
+2
+0.2% +$180 0.01% 319
2023
Q3 		$77.1K Sell
907
-3
-0.3% -$255 0.01% 324
2023
Q2 		$76.1K Buy
910
+7
+0.8% +$518 0.01% 314
2023
Q1 		$66.1K Hold
903
– – 0.01% 344
2022
Q4 		$59.6K Buy
903
+39
+5% +$2.55K 0.01% 382
2022
Q3 		$48K Buy
864
+121
+16% +$7.03K 0.01% 398
2022
Q2 		$41K Buy
743
+68
+10% +$3.83K 0.01% 438
2022
Q1 		$40K Buy
675
+165
+32% +$10.1K 0.01% 458
2021
Q4 		$30K Buy
510
+24
+5% +$1.39K 0.01% 509
2021
Q3 		$26K Buy
486
+16
+3% +$888 0.01% 515
2021
Q2 		$28K Buy
470
+48
+11% +$2.94K 0.01% 478
2021
Q1 		$26K Buy
422
+9
+2% +$562 0.01% 460
2020
Q4 		$24K Buy
413
+41
+11% +$2.41K 0.01% 483
2020
Q3 		$21K Buy
372
+63
+20% +$3.53K 0.01% 438
2020
Q2 		$15K Buy
309
+121
+64% +$5.66K ﹤0.01% 425
2020
Q1 		$8K Buy
188
+21
+13% +$988 ﹤0.01% 461
2019
Q4 		$9K Buy
167
+23
+16% +$1.18K ﹤0.01% 502
2019
Q3 		$7K Sell
144
-24
-14% -$1.09K ﹤0.01% 496
2019
Q2 		$8K Buy
168
+36
+27% +$1.67K ﹤0.01% 488
2019
Q1 		$6K Buy
+132
New +$5.74K ﹤0.01% 521
2018
Q4 		– Sell
-27
Closed -$1K – 931
2018
Q3 		$1K Sell
27
-3
-10% -$132 ﹤0.01% 720
2018
Q2 		$1K Buy
30
+12
+67% +$519 ﹤0.01% 707
2018
Q1 		$1K Buy
18
+13
+260% +$615 ﹤0.01% 653
2017
Q4 		$0 Hold
5
– – ﹤0.01% 762
2017
Q3 		$0 Hold
5
– – ﹤0.01% 608
2017
Q2 		$0 Hold
5
– – ﹤0.01% 634
2017
Q1 		$0 Buy
+5
New +$225 ﹤0.01% 666

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Glassman Wealth Services's PCAR Position: Q1 2024 in Review

Glassman Wealth Services sold out of PACCAR (PCAR) in Q1 2024, closing a stake of 909 shares — an estimated $88.8K sold.

Glassman Wealth Services first reported a position in PCAR in Q1 2017 and held it in 27 quarters. The position peaked at $88.8K in Q4 2023. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q1 2024.

  • Glassman Wealth Services reported no remaining PACCAR position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 909 PACCAR shares in Q1 2024, an estimated $88.8K.
  • Glassman Wealth Services first reported a position in PACCAR in Q1 2017 and held it in 27 quarters.
  • Glassman Wealth Services's PACCAR position peaked at $88.8K in Q4 2023.
  • 1,012 funds tracked by Wall St. Rank held PACCAR as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.