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SYSTM Wealth Solutions’s PACCAR PCAR Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-8,157
Closed -$682K – 482
2023
Q2 		$682K Sell
8,157
-97
-1% -$7.17K 0.09% 267
2023
Q1 		$604K Sell
8,254
-169
-2% -$12.1K 0.09% 270
2022
Q4 		$556K Buy
+8,423
New +$550K 0.07% 324

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

SYSTM Wealth Solutions's PCAR Position: Q3 2023 in Review

SYSTM Wealth Solutions sold out of PACCAR (PCAR) in Q3 2023, closing a stake of 8,157 shares — an estimated $682K sold.

SYSTM Wealth Solutions first reported a position in PCAR in Q4 2022 and held it in 3 quarters. The position peaked at $682K in Q2 2023. 858 funds tracked by Wall St. Rank hold PCAR as of Q3 2023.

  • SYSTM Wealth Solutions reported no remaining PACCAR position as of Q3 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,157 PACCAR shares in Q3 2023, an estimated $682K.
  • SYSTM Wealth Solutions first reported a position in PACCAR in Q4 2022 and held it in 3 quarters.
  • SYSTM Wealth Solutions's PACCAR position peaked at $682K in Q2 2023.
  • 858 funds tracked by Wall St. Rank held PACCAR as of Q3 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.