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Polaris Wealth Advisory Group’s PACCAR PCAR Stock Holding History

Polaris Wealth Advisory Group’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
2021
Q4 		– Sell
-12,372
Closed -$685K – 190
2021
Q3 		$685K Buy
+12,372
New +$687K 0.04% 111
2019
Q3 		– Sell
-548,076
Closed -$26.4M – 175
2019
Q2 		$26.4M Sell
548,076
-6,459
-1% -$300K 2% 16
2019
Q1 		$25.5M Buy
+554,535
New +$24.1M 1.92% 17
2018
Q4 		– Sell
-135
Closed -$6K – 353
2018
Q3 		$6K Buy
+135
New +$5.96K ﹤0.01% 438
2018
Q2 		– Sell
-135
Closed -$6K – 368
2018
Q1 		$6K Buy
+135
New +$6.39K ﹤0.01% 395

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Polaris Wealth Advisory Group's PCAR Position: Q4 2021 in Review

Polaris Wealth Advisory Group sold out of PACCAR (PCAR) in Q4 2021, closing a stake of 12,372 shares — an estimated $685K sold.

Polaris Wealth Advisory Group first reported a position in PCAR in Q1 2018 and held it in 5 quarters. The position peaked at $26.4M in Q2 2019. 691 funds tracked by Wall St. Rank hold PCAR as of Q4 2021.

  • Polaris Wealth Advisory Group reported no remaining PACCAR position as of Q4 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 12,372 PACCAR shares in Q4 2021, an estimated $685K.
  • Polaris Wealth Advisory Group first reported a position in PACCAR in Q1 2018 and held it in 5 quarters.
  • Polaris Wealth Advisory Group's PACCAR position peaked at $26.4M in Q2 2019.
  • 691 funds tracked by Wall St. Rank held PACCAR as of Q4 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2021, filed 26 Jan 2022.