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Lenox Wealth Advisors’s PACCAR PCAR Stock Holding History

Lenox 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
2022
Q1 		$0 Sell
6
-45
-88% -$2.75K ﹤0.01% 934
2021
Q4 		$3K Buy
+51
New +$2.95K ﹤0.01% 676
2021
Q3 		– Sell
-2
Closed – – 767
2021
Q2 		$0 Buy
+2
New +$123 ﹤0.01% 775

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lenox Wealth Advisors's PCAR Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its PACCAR (PCAR) stake by 88% in Q1 2022, selling an estimated $2.75K and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Lenox Wealth Advisors first reported a position in PCAR in Q2 2021 and has held it in 3 quarters since. The position peaked at $3K in Q4 2021. 707 funds tracked by Wall St. Rank hold PCAR as of Q1 2022.

  • Lenox Wealth Advisors held 6 shares of PACCAR worth $0 as of Q1 2022.
  • Lenox Wealth Advisors sold 45 PACCAR shares in Q1 2022, an estimated $2.75K.
  • PACCAR made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #934 holding.
  • Lenox Wealth Advisors first reported a position in PACCAR in Q2 2021 and has held it in 3 quarters since.
  • Lenox Wealth Advisors's PACCAR position peaked at $3K in Q4 2021.
  • 707 funds tracked by Wall St. Rank held PACCAR as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.