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OneAscent Financial Services’s PACCAR PCAR Stock Holding History

OneAscent Financial Services’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
Q2 		– Sell
-2,228
Closed -$276K – 339
2024
Q1 		$276K Sell
2,228
-72
-3% -$7.74K 0.03% 302
2023
Q4 		$231K Buy
+2,300
New +$207K 0.03% 316

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneAscent Financial Services's PCAR Position: Q2 2024 in Review

OneAscent Financial Services sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 2,228 shares — an estimated $276K sold.

OneAscent Financial Services first reported a position in PCAR in Q4 2023 and held it in 2 quarters. The position peaked at $276K in Q1 2024. 1,020 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • OneAscent Financial Services reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • OneAscent Financial Services sold 2,228 PACCAR shares in Q2 2024, an estimated $276K.
  • OneAscent Financial Services first reported a position in PACCAR in Q4 2023 and held it in 2 quarters.
  • OneAscent Financial Services's PACCAR position peaked at $276K in Q1 2024.
  • 1,020 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on OneAscent Financial Services's 13F filing for Q2 2024, filed 17 Jul 2024.