SIAG
PCAR icon

Safeguard Investment Advisory Group’s PACCAR PCAR Stock Holding History

Safeguard Investment 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
Q1 		– Sell
-294
Closed -$16K – 512
2020
Q4 		$16K Buy
+294
New +$17.3K 0.01% 337

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Safeguard Investment Advisory Group's PCAR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of PACCAR (PCAR) in Q1 2021, closing a stake of 294 shares — an estimated $16K sold.

Safeguard Investment Advisory Group first reported a position in PCAR in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 675 funds tracked by Wall St. Rank hold PCAR as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining PACCAR position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 294 PACCAR shares in Q1 2021, an estimated $16K.
  • Safeguard Investment Advisory Group first reported a position in PACCAR in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's PACCAR position peaked at $16K in Q4 2020.
  • 675 funds tracked by Wall St. Rank held PACCAR as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.