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	–	877
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Optimum Investment Advisors's PCAR Position: Q2 2022 in Review

Optimum Investment Advisors sold out of PACCAR (PCAR) in Q2 2022, closing a stake of 158 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in PCAR in Q1 2019 and held it in 13 quarters. The position peaked at $10K in Q1 2021. 703 funds tracked by Wall St. Rank hold PCAR as of Q2 2022.

Optimum Investment Advisors reported no remaining PACCAR position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 158 PACCAR shares in Q2 2022, an estimated $9K.
Optimum Investment Advisors first reported a position in PACCAR in Q1 2019 and held it in 13 quarters.
Optimum Investment Advisors's PACCAR position peaked at $10K in Q1 2021.
703 funds tracked by Wall St. Rank held PACCAR as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.