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McGlone Suttner Wealth Management’s PACCAR PCAR Stock Holding History

McGlone Suttner 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
-729
Closed -$71.2K – 592
2023
Q4 		$71.2K Buy
+729
New +$65.5K 0.01% 246

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

McGlone Suttner Wealth Management's PCAR Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of PACCAR (PCAR) in Q1 2024, closing a stake of 729 shares — an estimated $71.2K sold.

McGlone Suttner Wealth Management first reported a position in PCAR in Q4 2023 and held it in 1 quarter. The position peaked at $71.2K in Q4 2023. 1,010 funds tracked by Wall St. Rank hold PCAR as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining PACCAR position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 729 PACCAR shares in Q1 2024, an estimated $71.2K.
  • McGlone Suttner Wealth Management first reported a position in PACCAR in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's PACCAR position peaked at $71.2K in Q4 2023.
  • 1,010 funds tracked by Wall St. Rank held PACCAR as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.