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Sound View Wealth Advisors Group’s PACCAR PCAR Stock Holding History

Sound View Wealth Advisors 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
2019
Q3 		– Sell
-4,560
Closed -$218K – 245
2019
Q2 		$218K Buy
+4,560
New +$212K 0.06% 232

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Sound View Wealth Advisors Group's PCAR Position: Q3 2019 in Review

Sound View Wealth Advisors Group sold out of PACCAR (PCAR) in Q3 2019, closing a stake of 4,560 shares — an estimated $218K sold.

Sound View Wealth Advisors Group first reported a position in PCAR in Q2 2019 and held it in 1 quarter. The position peaked at $218K in Q2 2019. 585 funds tracked by Wall St. Rank hold PCAR as of Q3 2019.

  • Sound View Wealth Advisors Group reported no remaining PACCAR position as of Q3 2019 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 4,560 PACCAR shares in Q3 2019, an estimated $218K.
  • Sound View Wealth Advisors Group first reported a position in PACCAR in Q2 2019 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's PACCAR position peaked at $218K in Q2 2019.
  • 585 funds tracked by Wall St. Rank held PACCAR as of Q3 2019.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2019, filed 7 Nov 2019.