PRW Wealth Management’s PACCAR PCAR Stock Holding History

PRW 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
2019 Q2	–	Sell	-149	Closed	-$7K	–	492
2019 Q1	$7K	Hold	149	–	–	0.01%	331
2018 Q4	$4K	Buy	+149	New	+$5.95K	0.01%	425

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PRW Wealth Management's PCAR Position: Q2 2019 in Review

PRW Wealth Management sold out of PACCAR (PCAR) in Q2 2019, closing a stake of 149 shares — an estimated $7K sold.

PRW Wealth Management first reported a position in PCAR in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 618 funds tracked by Wall St. Rank hold PCAR as of Q2 2019.

PRW Wealth Management reported no remaining PACCAR position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 149 PACCAR shares in Q2 2019, an estimated $7K.
PRW Wealth Management first reported a position in PACCAR in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's PACCAR position peaked at $7K in Q1 2019.
618 funds tracked by Wall St. Rank held PACCAR as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.