Level Financial Advisors’s PACCAR PCAR Stock Holding History

Level 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
2023 Q4	–	Sell	-150	Closed	-$12.8K	–	287
2023 Q3	$12.8K	Buy	+150	New	+$12.8K	0.01%	175

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Level Financial Advisors's PCAR Position: Q4 2023 in Review

Level Financial Advisors sold out of PACCAR (PCAR) in Q4 2023, closing a stake of 150 shares — an estimated $12.8K sold.

Level Financial Advisors first reported a position in PCAR in Q3 2023 and held it in 1 quarter. The position peaked at $12.8K in Q3 2023. 940 funds tracked by Wall St. Rank hold PCAR as of Q4 2023.

Level Financial Advisors reported no remaining PACCAR position as of Q4 2023 after selling out during the quarter.
Level Financial Advisors sold 150 PACCAR shares in Q4 2023, an estimated $12.8K.
Level Financial Advisors first reported a position in PACCAR in Q3 2023 and held it in 1 quarter.
Level Financial Advisors's PACCAR position peaked at $12.8K in Q3 2023.
940 funds tracked by Wall St. Rank held PACCAR as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.