NWMG
PCAR icon

National Wealth Management Group’s PACCAR PCAR Stock Holding History

National Wealth Management Group’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
Q1 		– Sell
-6,221
Closed -$410K – 157
2022
Q4 		$410K Buy
+6,221
New +$406K 0.49% 68

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

National Wealth Management Group's PCAR Position: Q1 2023 in Review

National Wealth Management Group sold out of PACCAR (PCAR) in Q1 2023, closing a stake of 6,221 shares — an estimated $410K sold.

National Wealth Management Group first reported a position in PCAR in Q4 2022 and held it in 1 quarter. The position peaked at $410K in Q4 2022. 828 funds tracked by Wall St. Rank hold PCAR as of Q1 2023.

  • National Wealth Management Group reported no remaining PACCAR position as of Q1 2023 after selling out during the quarter.
  • National Wealth Management Group sold 6,221 PACCAR shares in Q1 2023, an estimated $410K.
  • National Wealth Management Group first reported a position in PACCAR in Q4 2022 and held it in 1 quarter.
  • National Wealth Management Group's PACCAR position peaked at $410K in Q4 2022.
  • 828 funds tracked by Wall St. Rank held PACCAR as of Q1 2023.

Based on National Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.