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IBEX Wealth Advisors’s PACCAR PCAR Stock Holding History

IBEX Wealth Advisors’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
Q4 		– Sell
-12,000
Closed -$1.63M – 224
2024
Q3 		$1.63M Buy
12,000
+11,524
+2,421% +$1.13M 0.44% 49
2024
Q2 		$49K Buy
+476
New +$52.5K 0.01% 160
2021
Q4 		– Sell
-276
Closed -$15K – 356
2021
Q3 		$15K Buy
+276
New +$15.3K ﹤0.01% 339

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

IBEX Wealth Advisors's PCAR Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of PACCAR (PCAR) in Q4 2024, closing a stake of 12,000 shares — an estimated $1.63M sold.

IBEX Wealth Advisors first reported a position in PCAR in Q3 2021 and held it in 3 quarters. The position peaked at $1.63M in Q3 2024. 1,014 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining PACCAR position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 12,000 PACCAR shares in Q4 2024, an estimated $1.63M.
  • IBEX Wealth Advisors first reported a position in PACCAR in Q3 2021 and held it in 3 quarters.
  • IBEX Wealth Advisors's PACCAR position peaked at $1.63M in Q3 2024.
  • 1,014 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.