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Kingswood Wealth Advisors’s PACCAR PCAR Stock Holding History

Kingswood 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
-8,071
Closed -$796K – 874
2024
Q3 		$796K Sell
8,071
-695
-8% -$68K 0.06% 345
2024
Q2 		$902K Buy
8,766
+214
+3% +$23.6K 0.08% 254
2024
Q1 		$1.06M Sell
8,552
-70
-0.8% -$7.52K 0.12% 191
2023
Q4 		$842K Buy
8,622
+403
+5% +$36.2K 0.1% 229
2023
Q3 		$699K Buy
+8,219
New +$699K 0.12% 195

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

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

Kingswood Wealth Advisors sold out of PACCAR (PCAR) in Q4 2024, closing a stake of 8,071 shares — an estimated $796K sold.

Kingswood Wealth Advisors first reported a position in PCAR in Q3 2023 and held it in 5 quarters. The position peaked at $1.06M in Q1 2024. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining PACCAR position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 8,071 PACCAR shares in Q4 2024, an estimated $796K.
  • Kingswood Wealth Advisors first reported a position in PACCAR in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's PACCAR position peaked at $1.06M in Q1 2024.
  • 1,012 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.