Patriot Financial Group Insurance Agency’s PACCAR PCAR Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-240	Closed	-$13K	–	1488
2022 Q2	$13K	Sell	240 -164	-41%	-$9.24K	﹤0.01%	1157
2022 Q1	$24K	Hold	404	–	–	﹤0.01%	1018
2021 Q4	$24K	Buy	404 +2	+0.5%	+$116	﹤0.01%	1146
2021 Q3	$21K	Buy	402 +168	+72%	+$9.32K	﹤0.01%	1193
2021 Q2	$14K	Buy	234 +171	+271%	+$10.5K	﹤0.01%	1328
2021 Q1	$4K	Hold	63	–	–	﹤0.01%	1633
2020 Q4	$4K	Hold	63	–	–	﹤0.01%	1494
2020 Q3	$4K	Hold	63	–	–	﹤0.01%	1304
2020 Q2	$3K	Buy	+63	New	+$2.94K	﹤0.01%	1322

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PCAR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of PACCAR (PCAR) in Q3 2022, closing a stake of 240 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in PCAR in Q2 2020 and held it in 9 quarters. The position peaked at $24K in Q1 2022. 722 funds tracked by Wall St. Rank hold PCAR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining PACCAR position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 240 PACCAR shares in Q3 2022, an estimated $13K.
Patriot Financial Group Insurance Agency first reported a position in PACCAR in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's PACCAR position peaked at $24K in Q1 2022.
722 funds tracked by Wall St. Rank held PACCAR as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.