Ropes Wealth Advisors’s PACCAR PCAR Stock Holding History

Ropes Wealth 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
2023 Q3	–	Sell	-2,393	Closed	-$200K	–	271
2023 Q2	$200K	Buy	+2,393	New	+$177K	0.03%	271
2021 Q1	–	Sell	-1,449	Closed	-$83K	–	621
2020 Q4	$83K	Sell	1,449 -1,112	-43%	-$65.3K	0.01%	331
2020 Q3	$146K	Buy	2,561 +939	+58%	+$52.7K	0.03%	228
2020 Q2	$81K	Buy	1,622 +1,397	+621%	+$65.3K	0.02%	273
2020 Q1	$9K	Hold	225	–	–	﹤0.01%	429
2019 Q4	$12K	Hold	225	–	–	﹤0.01%	455
2019 Q3	$11K	Hold	225	–	–	﹤0.01%	472
2019 Q2	$11K	Hold	225	–	–	﹤0.01%	477
2019 Q1	$10K	Hold	225	–	–	﹤0.01%	454
2018 Q4	$9K	Hold	225	–	–	﹤0.01%	432
2018 Q3	$10K	Buy	+225	New	+$9.93K	﹤0.01%	463
2016 Q4	–	Sell	-593	Closed	-$23K	–	503
2016 Q3	$23K	Buy	+593	New	+$22.6K	0.01%	347
2016 Q2	–	Sell	-47	Closed	-$2K	–	518
2016 Q1	$2K	Sell	47 -2,218	-98%	-$74.3K	﹤0.01%	388
2015 Q4	$72K	Buy	+2,265	New	+$77.2K	0.03%	222

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Ropes Wealth Advisors's PCAR Position: Q3 2023 in Review

Ropes Wealth Advisors sold out of PACCAR (PCAR) in Q3 2023, closing a stake of 2,393 shares — an estimated $200K sold.

Ropes Wealth Advisors first reported a position in PCAR in Q4 2015 and held it in 14 quarters. The position peaked at $200K in Q2 2023. 858 funds tracked by Wall St. Rank hold PCAR as of Q3 2023.

Ropes Wealth Advisors reported no remaining PACCAR position as of Q3 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 2,393 PACCAR shares in Q3 2023, an estimated $200K.
Ropes Wealth Advisors first reported a position in PACCAR in Q4 2015 and held it in 14 quarters.
Ropes Wealth Advisors's PACCAR position peaked at $200K in Q2 2023.
858 funds tracked by Wall St. Rank held PACCAR as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.