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High Net Worth Advisory Group’s PACCAR PCAR Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-500
Closed -$33K – 459
2022
Q4 		$33K Hold
500
– – 0.01% 384
2022
Q3 		$28K Hold
500
– – 0.01% 413
2022
Q2 		$27K Hold
500
– – 0.01% 406
2022
Q1 		$29K Hold
500
– – 0.01% 407
2021
Q4 		$29K Buy
+500
New +$28.9K 0.01% 412

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

High Net Worth Advisory Group's PCAR Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of PACCAR (PCAR) in Q1 2023, closing a stake of 500 shares — an estimated $33K sold.

High Net Worth Advisory Group first reported a position in PCAR in Q4 2021 and held it in 5 quarters. The position peaked at $33K in Q4 2022. 828 funds tracked by Wall St. Rank hold PCAR as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining PACCAR position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 500 PACCAR shares in Q1 2023, an estimated $33K.
  • High Net Worth Advisory Group first reported a position in PACCAR in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's PACCAR position peaked at $33K in Q4 2022.
  • 828 funds tracked by Wall St. Rank held PACCAR as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.