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Peak Financial Advisors’s PACCAR PCAR Stock Holding History

Peak Financial 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
Q4 		– Sell
-28,304
Closed -$1.58M – 73
2022
Q3 		$1.58M Buy
28,304
+299
+1% +$17.4K 1.94% 19
2022
Q2 		$1.54M Sell
28,005
-362
-1% -$20.4K 1.52% 21
2022
Q1 		$1.67M Buy
+28,367
New +$1.73M 1.43% 24

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Financial Advisors's PCAR Position: Q4 2022 in Review

Peak Financial Advisors sold out of PACCAR (PCAR) in Q4 2022, closing a stake of 28,304 shares — an estimated $1.58M sold.

Peak Financial Advisors first reported a position in PCAR in Q1 2022 and held it in 3 quarters. The position peaked at $1.67M in Q1 2022. 821 funds tracked by Wall St. Rank hold PCAR as of Q4 2022.

  • Peak Financial Advisors reported no remaining PACCAR position as of Q4 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 28,304 PACCAR shares in Q4 2022, an estimated $1.58M.
  • Peak Financial Advisors first reported a position in PACCAR in Q1 2022 and held it in 3 quarters.
  • Peak Financial Advisors's PACCAR position peaked at $1.67M in Q1 2022.
  • 821 funds tracked by Wall St. Rank held PACCAR as of Q4 2022.

Based on Peak Financial Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.