Laurel Wealth Advisors (North Carolina)’s PACCAR PCAR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-1,468	Closed	-$151K	–	736
2024 Q2	$151K	Hold	1,468	–	–	0.03%	194
2024 Q1	$182K	Hold	1,468	–	–	0.03%	185
2023 Q4	$143K	Hold	1,468	–	–	0.03%	196
2023 Q3	$125K	Hold	1,468	–	–	0.03%	205
2023 Q2	$123K	Hold	1,468	–	–	0.02%	204
2023 Q1	$107K	Sell	1,468 -1	-0.1%	-$72	0.02%	216
2022 Q4	$96.9K	Hold	1,469	–	–	0.02%	209
2022 Q3	$82K	Hold	1,469	–	–	0.02%	216
2022 Q2	$81K	Hold	1,469	–	–	0.02%	216
2022 Q1	$86K	Hold	1,469	–	–	0.02%	229
2021 Q4	$86K	Hold	1,469	–	–	0.02%	230
2021 Q3	$77K	Hold	1,469	–	–	0.02%	237
2021 Q2	$87K	Hold	1,469	–	–	0.02%	230
2021 Q1	$91K	Hold	1,469	–	–	0.02%	215
2020 Q4	$84K	Hold	1,469	–	–	0.02%	213
2020 Q3	$83K	Hold	1,469	–	–	0.02%	198
2020 Q2	$73K	Hold	1,469	–	–	0.02%	201
2020 Q1	$60K	Hold	1,469	–	–	0.02%	206
2019 Q4	$77K	Hold	1,469	–	–	0.02%	208
2019 Q3	$69K	Hold	1,469	–	–	0.02%	215
2019 Q2	$70K	Buy	+1,469	New	+$68.3K	0.02%	211

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 $3.38T AUM 44.17% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Laurel Wealth Advisors (North Carolina)'s PCAR Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 1,468 shares — an estimated $151K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PCAR in Q2 2019 and held it in 21 quarters. The position peaked at $182K in Q1 2024. 960 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,468 PACCAR shares in Q3 2024, an estimated $151K.
Laurel Wealth Advisors (North Carolina) first reported a position in PACCAR in Q2 2019 and held it in 21 quarters.
Laurel Wealth Advisors (North Carolina)'s PACCAR position peaked at $182K in Q1 2024.
960 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.