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	–	594
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HighMark Wealth Management's PCAR Position: Q1 2024 in Review

HighMark Wealth Management sold out of PACCAR (PCAR) in Q1 2024, closing a stake of 66 shares — an estimated $6.45K sold.

HighMark Wealth Management first reported a position in PCAR in Q3 2020 and held it in 14 quarters. The position peaked at $7.52K in Q4 2022. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q1 2024.

HighMark Wealth Management reported no remaining PACCAR position as of Q1 2024 after selling out during the quarter.
HighMark Wealth Management sold 66 PACCAR shares in Q1 2024, an estimated $6.45K.
HighMark Wealth Management first reported a position in PACCAR in Q3 2020 and held it in 14 quarters.
HighMark Wealth Management's PACCAR position peaked at $7.52K in Q4 2022.
1,012 funds tracked by Wall St. Rank held PACCAR as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.