PCS
PCAR icon

Personal CFO Solutions’s PACCAR PCAR Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-2,670
Closed -$263K – 571
2024
Q3 		$263K Sell
2,670
-37
-1% -$3.62K 0.04% 462
2024
Q2 		$279K Buy
2,707
+46
+2% +$5.07K 0.04% 408
2024
Q1 		$330K Buy
2,661
+188
+8% +$20.2K 0.05% 371
2023
Q4 		$242K Sell
2,473
-395
-14% -$35.5K 0.04% 434
2023
Q3 		$244K Sell
2,868
-74
-3% -$6.29K 0.05% 380
2023
Q2 		$246K Sell
2,942
-414
-12% -$30.6K 0.05% 381
2023
Q1 		$246K Buy
3,356
+17
+0.5% +$1.22K 0.05% 374
2022
Q4 		$220K Buy
+3,339
New +$218K 0.05% 394

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal CFO Solutions's PCAR Position: Q4 2024 in Review

Personal CFO Solutions sold out of PACCAR (PCAR) in Q4 2024, closing a stake of 2,670 shares — an estimated $263K sold.

Personal CFO Solutions first reported a position in PCAR in Q4 2022 and held it in 8 quarters. The position peaked at $330K in Q1 2024. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • Personal CFO Solutions reported no remaining PACCAR position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 2,670 PACCAR shares in Q4 2024, an estimated $263K.
  • Personal CFO Solutions first reported a position in PACCAR in Q4 2022 and held it in 8 quarters.
  • Personal CFO Solutions's PACCAR position peaked at $330K in Q1 2024.
  • 1,012 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.