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ICA Group Wealth Management’s PACCAR PCAR Stock Holding History

ICA Group 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
Q2 		$52.7K Sell
512
-10
-2% -$1.1K 0.03% 238
2024
Q1 		$64.7K Hold
522
– – 0.01% 491
2023
Q4 		$51K Buy
+522
New +$46.9K 0.01% 516
2023
Q3 		– Sell
-362
Closed -$30.3K – 917
2023
Q2 		$30.3K Buy
362
+68
+23% +$5.03K 0.01% 602
2023
Q1 		$21.5K Buy
294
+144
+96% +$10.3K 0.01% 647
2022
Q4 		$9.9K Buy
+150
New +$9.8K ﹤0.01% 828

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA Group Wealth Management's PCAR Position: Q2 2024 in Review

ICA Group Wealth Management reduced its PACCAR (PCAR) stake by 1.9% in Q2 2024, selling an estimated $1.1K and leaving 512 shares worth $52.7K. The position accounts for 0.03% of the portfolio, ranked #238.

ICA Group Wealth Management first reported a position in PCAR in Q4 2022 and has held it in 6 quarters since. The position peaked at $64.7K in Q1 2024. 1,020 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • ICA Group Wealth Management held 512 shares of PACCAR worth $52.7K as of Q2 2024.
  • ICA Group Wealth Management sold 10 PACCAR shares in Q2 2024, an estimated $1.1K.
  • PACCAR made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #238 holding.
  • ICA Group Wealth Management first reported a position in PACCAR in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's PACCAR position peaked at $64.7K in Q1 2024.
  • 1,020 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.