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Modera Wealth Management’s PACCAR PCAR Stock Holding History

Modera 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
2022
Q1 		– Sell
-7,481
Closed -$440K – 527
2021
Q4 		$440K Buy
+7,481
New +$432K 0.02% 306

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BlackRock
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Modera Wealth Management's PCAR Position: Q1 2022 in Review

Modera Wealth Management sold out of PACCAR (PCAR) in Q1 2022, closing a stake of 7,481 shares — an estimated $440K sold.

Modera Wealth Management first reported a position in PCAR in Q4 2021 and held it in 1 quarter. The position peaked at $440K in Q4 2021. 708 funds tracked by Wall St. Rank hold PCAR as of Q1 2022.

  • Modera Wealth Management reported no remaining PACCAR position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 7,481 PACCAR shares in Q1 2022, an estimated $440K.
  • Modera Wealth Management first reported a position in PACCAR in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's PACCAR position peaked at $440K in Q4 2021.
  • 708 funds tracked by Wall St. Rank held PACCAR as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.