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Legacy Financial Advisors’s PACCAR PCAR Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-264
Closed -$12K – 680
2019
Q1 		$12K Sell
264
-155
-37% -$6.74K ﹤0.01% 580
2018
Q4 		$16K Buy
419
+153
+58% +$6.11K 0.01% 458
2018
Q3 		$12K Buy
266
+59
+29% +$2.6K ﹤0.01% 474
2018
Q2 		$9K Buy
207
+112
+118% +$4.84K ﹤0.01% 553
2018
Q1 		$4K Sell
95
-2,763
-97% -$131K ﹤0.01% 689
2017
Q4 		$135K Buy
+2,858
New +$135K 0.06% 150

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Financial Advisors's PCAR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of PACCAR (PCAR) in Q2 2019, closing a stake of 264 shares — an estimated $12K sold.

Legacy Financial Advisors first reported a position in PCAR in Q4 2017 and held it in 6 quarters. The position peaked at $135K in Q4 2017. 618 funds tracked by Wall St. Rank hold PCAR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining PACCAR position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 264 PACCAR shares in Q2 2019, an estimated $12K.
  • Legacy Financial Advisors first reported a position in PACCAR in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's PACCAR position peaked at $135K in Q4 2017.
  • 618 funds tracked by Wall St. Rank held PACCAR as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.