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Sutton Wealth Advisors’s PACCAR PCAR Stock Holding History

Sutton 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
2023
Q3 		$27.6K Buy
325
+28
+9% +$2.38K 0.01% 312
2023
Q2 		$24.8K Hold
297
– – 0.01% 321
2023
Q1 		$21.7K Sell
297
-2,838
-91% -$203K 0.01% 301
2022
Q4 		$207K Hold
3,135
– – 0.08% 170
2022
Q3 		$175K Sell
3,135
-6
-0.2% -$349 0.07% 181
2022
Q2 		$172K Sell
3,141
-15
-0.5% -$845 0.07% 183
2022
Q1 		$185K Buy
3,156
+48
+2% +$2.93K 0.06% 188
2021
Q4 		$183K Hold
3,108
– – 0.06% 189
2021
Q3 		$164K Sell
3,108
-29
-0.9% -$1.61K 0.06% 194
2021
Q2 		$187K Hold
3,137
– – 0.07% 183
2021
Q1 		$194K Buy
3,137
+23
+0.7% +$1.44K 0.08% 173
2020
Q4 		$179K Hold
3,114
– – 0.08% 171
2020
Q3 		$177K Hold
3,114
– – 0.09% 154
2020
Q2 		$155K Buy
3,114
+33
+1% +$1.54K 0.08% 161
2020
Q1 		$126K Buy
3,081
+7
+0.2% +$329 0.08% 172
2019
Q4 		$162K Hold
3,074
– – 0.08% 174
2019
Q3 		$143K Hold
3,074
– – 0.08% 177
2019
Q2 		$147K Hold
3,074
– – 0.08% 172
2019
Q1 		$140K Buy
3,074
+21
+0.7% +$914 0.08% 171
2018
Q4 		$116K Sell
3,053
-15
-0.5% -$599 0.08% 179
2018
Q3 		$139K Hold
3,068
– – 0.09% 166
2018
Q2 		$127K Hold
3,068
– – 0.09% 178
2018
Q1 		$135K Hold
3,068
– – 0.1% 167
2017
Q4 		$145K Hold
3,068
– – 0.11% 156
2017
Q3 		$148K Hold
3,068
– – 0.11% 154
2017
Q2 		$135K Buy
3,068
+21
+0.7% +$907 0.11% 159
2017
Q1 		$136K Hold
3,047
– – 0.11% 153
2016
Q4 		$130K Hold
3,047
– – 0.12% 153
2016
Q3 		$119K Hold
3,047
– – 0.11% 163
2016
Q2 		$105K Hold
3,047
– – 0.1% 169
2016
Q1 		$111K Buy
+3,047
New +$102K 0.11% 167

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's PCAR Position: Q3 2023 in Review

Sutton Wealth Advisors increased its PACCAR (PCAR) stake by 9.4% in Q3 2023, buying an estimated $2.38K and bringing the position to 325 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #312.

Sutton Wealth Advisors first reported a position in PCAR in Q1 2016 and has held it in 31 quarters since. The position peaked at $207K in Q4 2022. 859 funds tracked by Wall St. Rank hold PCAR as of Q3 2023.

  • Sutton Wealth Advisors held 325 shares of PACCAR worth $27.6K as of Q3 2023.
  • Sutton Wealth Advisors bought 28 PACCAR shares in Q3 2023, an estimated $2.38K.
  • PACCAR made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #312 holding.
  • Sutton Wealth Advisors first reported a position in PACCAR in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's PACCAR position peaked at $207K in Q4 2022.
  • 859 funds tracked by Wall St. Rank held PACCAR as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.