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Heritage Wealth Management (Arizona)’s PACCAR PCAR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$9.5K Buy
144
+127
+747% +$8.3K ﹤0.01% 782
2022
Q3 		$1K Buy
+17
New +$988 ﹤0.01% 958
2021
Q3 		– Sell
-77
Closed -$5K – 918
2021
Q2 		$5K Buy
+77
New +$4.72K ﹤0.01% 752

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PCAR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its PACCAR (PCAR) stake by 747% in Q4 2022, buying an estimated $8.3K and bringing the position to 144 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Heritage Wealth Management (Arizona) first reported a position in PCAR in Q2 2021 and has held it in 3 quarters since. 820 funds tracked by Wall St. Rank hold PCAR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 144 shares of PACCAR worth $9.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 127 PACCAR shares in Q4 2022, an estimated $8.3K.
  • PACCAR made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #782 holding.
  • Heritage Wealth Management (Arizona) first reported a position in PACCAR in Q2 2021 and has held it in 3 quarters since.
  • 820 funds tracked by Wall St. Rank held PACCAR as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.