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TFO Wealth Partners’s PACCAR PCAR Stock Holding History

TFO Wealth Partners’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
-12
Closed -$1.49K – 567
2024
Q1 		$1.49K Sell
12
-2
-14% -$215 ﹤0.01% 129
2023
Q4 		$1.37K Hold
14
– – ﹤0.01% 163
2023
Q3 		$1.17K Buy
14
+2
+17% +$170 ﹤0.01% 258
2023
Q2 		$1K Hold
12
– – ﹤0.01% 206
2023
Q1 		$878 Sell
12
-111
-90% -$7.94K ﹤0.01% 175
2022
Q4 		$7.64K Buy
+123
New +$8.04K ﹤0.01% 133
2022
Q3 		– Sell
-113
Closed -$6K – 390
2022
Q2 		$6K Buy
+113
New +$6.36K ﹤0.01% 197

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's PCAR Position: Q2 2024 in Review

TFO Wealth Partners sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 12 shares — an estimated $1.49K sold.

TFO Wealth Partners first reported a position in PCAR in Q2 2022 and held it in 7 quarters. The position peaked at $7.64K in Q4 2022. 1,021 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • TFO Wealth Partners reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 12 PACCAR shares in Q2 2024, an estimated $1.49K.
  • TFO Wealth Partners first reported a position in PACCAR in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's PACCAR position peaked at $7.64K in Q4 2022.
  • 1,021 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.