OIA
PCAR icon

Optimum Investment Advisors’s PACCAR PCAR Stock Holding History

Optimum Investment Advisors’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
Q2 		– Sell
-158
Closed -$9K – 883
2022
Q1 		$9K Hold
158
– – ﹤0.01% 663
2021
Q4 		$9K Buy
158
+2
+1% +$116 ﹤0.01% 686
2021
Q3 		$8K Hold
156
– – ﹤0.01% 702
2021
Q2 		$9K Buy
156
+1
+0.6% +$61 ﹤0.01% 760
2021
Q1 		$10K Hold
155
– – ﹤0.01% 767
2020
Q4 		$9K Hold
155
– – ﹤0.01% 741
2020
Q3 		$9K Buy
155
+2
+1% +$112 ﹤0.01% 712
2020
Q2 		$8K Hold
153
– – ﹤0.01% 715
2020
Q1 		$6K Buy
153
+1
+0.7% +$47 ﹤0.01% 740
2019
Q4 		$8K Hold
152
– – ﹤0.01% 804
2019
Q3 		$7K Buy
152
+2
+1% +$91 ﹤0.01% 850
2019
Q2 		$7K Hold
150
– – ﹤0.01% 822
2019
Q1 		$7K Buy
+150
New +$6.53K ﹤0.01% 857

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return