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Sound View Wealth Advisors’s PACCAR PCAR Stock Holding History

Sound View 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
2019
Q1 		$250K Sell
5,496
-894
-14% -$38.9K 0.08% 209
2018
Q4 		$243K Buy
+6,390
New +$255K 0.09% 200

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors's PCAR Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its PACCAR (PCAR) stake by 14% in Q1 2019, selling an estimated $38.9K and leaving 5,496 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #209.

Sound View Wealth Advisors first reported a position in PCAR in Q4 2018 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold PCAR as of Q1 2019.

  • Sound View Wealth Advisors held 5,496 shares of PACCAR worth $250K as of Q1 2019.
  • Sound View Wealth Advisors sold 894 PACCAR shares in Q1 2019, an estimated $38.9K.
  • PACCAR made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #209 holding.
  • Sound View Wealth Advisors first reported a position in PACCAR in Q4 2018 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held PACCAR as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.