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Soundmark Wealth Management’s PACCAR PCAR Stock Holding History

Soundmark Wealth Management’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
Q2 		– Sell
-5,320
Closed -$659K – 41
2024
Q1 		$659K Buy
5,320
+541
+11% +$58.1K 0.29% 45
2023
Q4 		$467K Sell
4,779
-475
-9% -$42.7K 0.23% 46
2023
Q3 		$447K Sell
5,254
-1,148
-18% -$97.6K 0.25% 45
2023
Q2 		$536K Sell
6,402
-285
-4% -$21.1K 0.3% 45
2023
Q1 		$490K Buy
6,687
+51
+0.8% +$3.65K 0.29% 45
2022
Q4 		$438K Buy
6,636
+15
+0.2% +$980 0.28% 44
2022
Q3 		$369K Sell
6,621
-491
-7% -$28.5K 0.26% 45
2022
Q2 		$390K Buy
7,112
+15
+0.2% +$845 0.28% 45
2022
Q1 		$418K Buy
7,097
+15
+0.2% +$915 0.29% 43
2021
Q4 		$417K Sell
7,082
-1,411
-17% -$81.6K 0.29% 44
2021
Q3 		$447K Buy
8,493
+15
+0.2% +$832 0.16% 48
2021
Q2 		$498K Buy
8,478
+15
+0.2% +$920 0.2% 43
2021
Q1 		$523K Buy
8,463
+13
+0.2% +$812 0.29% 40
2020
Q4 		$486K Buy
+8,450
New +$496K 0.31% 35

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Soundmark Wealth Management's PCAR Position: Q2 2024 in Review

Soundmark Wealth Management sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 5,320 shares — an estimated $659K sold.

Soundmark Wealth Management first reported a position in PCAR in Q4 2020 and held it in 14 quarters. The position peaked at $659K in Q1 2024. 1,020 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • Soundmark Wealth Management reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 5,320 PACCAR shares in Q2 2024, an estimated $659K.
  • Soundmark Wealth Management first reported a position in PACCAR in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's PACCAR position peaked at $659K in Q1 2024.
  • 1,020 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.