Janiczek Wealth Management’s PACCAR PCAR Stock Holding History

Janiczek 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	$83.5K	Sell	811 -19	-2%	-$2.09K	0.02%	314
2024 Q1	$103K	Buy	830 +34	+4%	+$3.65K	0.02%	281
2023 Q4	$77.7K	Sell	796 -77	-9%	-$6.92K	0.02%	317
2023 Q3	$74.2K	Buy	+873	New	+$74.2K	0.02%	302
2023 Q1	–	Sell	-9	Closed	-$608	–	1057
2022 Q4	$608	Hold	9	–	–	﹤0.01%	898
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	862
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	896
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	887
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	948
2021 Q3	$0	Buy	+9	New	+$499	﹤0.01%	1019

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Janiczek Wealth Management's PCAR Position: Q2 2024 in Review

Janiczek Wealth Management reduced its PACCAR (PCAR) stake by 2.3% in Q2 2024, selling an estimated $2.09K and leaving 811 shares worth $83.5K. The position accounts for 0.02% of the portfolio, ranked #314.

Janiczek Wealth Management first reported a position in PCAR in Q3 2021 and has held it in 10 quarters since. The position peaked at $103K in Q1 2024. 1,021 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

Janiczek Wealth Management held 811 shares of PACCAR worth $83.5K as of Q2 2024.
Janiczek Wealth Management sold 19 PACCAR shares in Q2 2024, an estimated $2.09K.
PACCAR made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #314 holding.
Janiczek Wealth Management first reported a position in PACCAR in Q3 2021 and has held it in 10 quarters since.
Janiczek Wealth Management's PACCAR position peaked at $103K in Q1 2024.
1,021 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.