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Patriot Wealth Management’s PACCAR PCAR Stock Holding History

Patriot Wealth Management’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
2018
Q4 		– Sell
-121,275
Closed -$5.51M – 88
2018
Q3 		$5.51M Buy
121,275
+2,470
+2% +$109K 0.7% 53
2018
Q2 		$4.91M Buy
118,805
+2,847
+2% +$123K 0.67% 52
2018
Q1 		$5.12M Buy
115,958
+2,913
+3% +$138K 0.73% 50
2017
Q4 		$5.36M Buy
+113,045
New +$5.35M 0.76% 48

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Patriot Wealth Management's PCAR Position: Q4 2018 in Review

Patriot Wealth Management sold out of PACCAR (PCAR) in Q4 2018, closing a stake of 121,275 shares — an estimated $5.51M sold.

Patriot Wealth Management first reported a position in PCAR in Q4 2017 and held it in 4 quarters. The position peaked at $5.51M in Q3 2018. 577 funds tracked by Wall St. Rank hold PCAR as of Q4 2018.

  • Patriot Wealth Management reported no remaining PACCAR position as of Q4 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 121,275 PACCAR shares in Q4 2018, an estimated $5.51M.
  • Patriot Wealth Management first reported a position in PACCAR in Q4 2017 and held it in 4 quarters.
  • Patriot Wealth Management's PACCAR position peaked at $5.51M in Q3 2018.
  • 577 funds tracked by Wall St. Rank held PACCAR as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.