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Teamwork Financial Advisors’s PACCAR PCAR Stock Holding History

Teamwork Financial 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
2022
Q4 		– Sell
-8,957
Closed -$500K – 213
2022
Q3 		$500K Sell
8,957
-762
-8% -$44.3K 0.11% 115
2022
Q2 		$533K Sell
9,719
-47,914
-83% -$2.7M 0.12% 122
2022
Q1 		$3.38M Buy
+57,633
New +$3.52M 0.63% 32

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Teamwork Financial Advisors's PCAR Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of PACCAR (PCAR) in Q4 2022, closing a stake of 8,957 shares — an estimated $500K sold.

Teamwork Financial Advisors first reported a position in PCAR in Q1 2022 and held it in 3 quarters. The position peaked at $3.38M in Q1 2022. 820 funds tracked by Wall St. Rank hold PCAR as of Q4 2022.

  • Teamwork Financial Advisors reported no remaining PACCAR position as of Q4 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 8,957 PACCAR shares in Q4 2022, an estimated $500K.
  • Teamwork Financial Advisors first reported a position in PACCAR in Q1 2022 and held it in 3 quarters.
  • Teamwork Financial Advisors's PACCAR position peaked at $3.38M in Q1 2022.
  • 820 funds tracked by Wall St. Rank held PACCAR as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.