Simplicity Wealth’s PACCAR PCAR Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-8,610	Closed	-$886K	–	1000
2024 Q2	$886K	Sell	8,610 -98	-1%	-$10.8K	0.02%	573
2024 Q1	$1.08M	Buy	+8,708	New	+$936K	0.03%	499

Other funds holding PCAR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's PCAR Position: Q3 2024 in Review

Simplicity Wealth sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 8,610 shares — an estimated $886K sold.

Simplicity Wealth first reported a position in PCAR in Q1 2024 and held it in 2 quarters. The position peaked at $1.08M in Q1 2024. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

Simplicity Wealth reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 8,610 PACCAR shares in Q3 2024, an estimated $886K.
Simplicity Wealth first reported a position in PACCAR in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's PACCAR position peaked at $1.08M in Q1 2024.
958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.