HighMark Wealth Management’s PACCAR PCAR Stock Holding History

HighMark 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
2024 Q1	–	Sell	-66	Closed	-$6.45K	–	595
2023 Q4	$6.45K	Sell	66 -10	-13%	-$898	﹤0.01%	331
2023 Q3	$6.46K	Sell	76 -10	-12%	-$850	0.01%	318
2023 Q2	$7.19K	Sell	86 -10	-10%	-$740	0.01%	306
2023 Q1	$7.03K	Sell	96 -18	-16%	-$1.29K	0.01%	347
2022 Q4	$7.52K	Buy	114 +25	+28%	+$1.63K	0.01%	292
2022 Q3	$5K	Hold	89	–	–	﹤0.01%	341
2022 Q2	$5K	Sell	89 -4	-4%	-$225	﹤0.01%	350
2022 Q1	$5K	Hold	93	–	–	﹤0.01%	368
2021 Q4	$5K	Hold	93	–	–	﹤0.01%	365
2021 Q3	$5K	Buy	93 +16	+21%	+$888	﹤0.01%	369
2021 Q2	$5K	Sell	77 -15	-16%	-$920	﹤0.01%	370
2021 Q1	$6K	Hold	92	–	–	﹤0.01%	322
2020 Q4	$5K	Hold	92	–	–	﹤0.01%	336
2020 Q3	$5K	Buy	+92	New	+$5.16K	﹤0.01%	323

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

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

Bank of America

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

Massachusetts Financial Services

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

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