Long Island Wealth Management’s PACCAR PCAR Stock Holding History

Long Island 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
2024 Q1	–	Sell	-75	Closed	-$7K	–	305
2023 Q4	$7K	Buy	+75	New	+$6.74K	0.01%	243

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Long Island Wealth Management's PCAR Position: Q1 2024 in Review

Long Island Wealth Management sold out of PACCAR (PCAR) in Q1 2024, closing a stake of 75 shares — an estimated $7K sold.

Long Island Wealth Management first reported a position in PCAR in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 1,010 funds tracked by Wall St. Rank hold PCAR as of Q1 2024.

Long Island Wealth Management reported no remaining PACCAR position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 75 PACCAR shares in Q1 2024, an estimated $7K.
Long Island Wealth Management first reported a position in PACCAR in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's PACCAR position peaked at $7K in Q4 2023.
1,010 funds tracked by Wall St. Rank held PACCAR as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.