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Precision Wealth Strategies’s PACCAR PCAR Stock Holding History

Precision Wealth Strategies’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
-3,481
Closed -$344K – 120
2024
Q3 		$344K Sell
3,481
-19
-0.5% -$1.86K 0.32% 86
2024
Q2 		$360K Buy
3,500
+71
+2% +$7.83K 0.37% 72
2024
Q1 		$425K Buy
+3,429
New +$368K 0.4% 52

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

Precision Wealth Strategies's PCAR Position: Q4 2024 in Review

Precision Wealth Strategies sold out of PACCAR (PCAR) in Q4 2024, closing a stake of 3,481 shares — an estimated $344K sold.

Precision Wealth Strategies first reported a position in PCAR in Q1 2024 and held it in 3 quarters. The position peaked at $425K in Q1 2024. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • Precision Wealth Strategies reported no remaining PACCAR position as of Q4 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 3,481 PACCAR shares in Q4 2024, an estimated $344K.
  • Precision Wealth Strategies first reported a position in PACCAR in Q1 2024 and held it in 3 quarters.
  • Precision Wealth Strategies's PACCAR position peaked at $425K in Q1 2024.
  • 1,012 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on Precision Wealth Strategies's 13F filing for Q4 2024, filed 24 Jan 2025.