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Liberty Wealth Management’s PACCAR PCAR Stock Holding History

Liberty Wealth Management’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
2020
Q2 		– Sell
-44
Closed -$2K – 951
2020
Q1 		$2K Sell
44
-108
-71% -$5.08K ﹤0.01% 743
2019
Q4 		$8K Buy
152
+2
+1% +$103 0.01% 592
2019
Q3 		$7K Hold
150
– – 0.01% 592
2019
Q2 		$7K Hold
150
– – 0.01% 599
2019
Q1 		$6K Buy
150
+52
+53% +$2.26K ﹤0.01% 519
2018
Q4 		$3K Buy
+98
New +$3.91K ﹤0.01% 638

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Liberty Wealth Management's PCAR Position: Q2 2020 in Review

Liberty Wealth Management sold out of PACCAR (PCAR) in Q2 2020, closing a stake of 44 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in PCAR in Q4 2018 and held it in 6 quarters. The position peaked at $8K in Q4 2019. 570 funds tracked by Wall St. Rank hold PCAR as of Q2 2020.

  • Liberty Wealth Management reported no remaining PACCAR position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 44 PACCAR shares in Q2 2020, an estimated $2K.
  • Liberty Wealth Management first reported a position in PACCAR in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's PACCAR position peaked at $8K in Q4 2019.
  • 570 funds tracked by Wall St. Rank held PACCAR as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.