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Tyler-Stone Wealth Management’s PACCAR PCAR Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-129
Closed -$13.3K – 759
2024
Q2 		$13.3K Hold
129
– – 0.01% 608
2024
Q1 		$16K Hold
129
– – 0.01% 565
2023
Q4 		$12.6K Hold
129
– – 0.01% 595
2023
Q3 		$11K Buy
129
+60
+87% +$5.1K 0.01% 594
2023
Q2 		$6K Buy
+69
New +$5.1K ﹤0.01% 684
2022
Q4 		$5K Hold
69
– – ﹤0.01% 663
2022
Q3 		$4K Hold
69
– – ﹤0.01% 680
2022
Q2 		$4K Sell
69
-39
-36% -$2.2K ﹤0.01% 702
2022
Q1 		$6K Hold
108
– – ﹤0.01% 656
2021
Q4 		$6K Buy
+108
New +$6.24K ﹤0.01% 683

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Tyler-Stone Wealth Management's PCAR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 129 shares — an estimated $13.3K sold.

Tyler-Stone Wealth Management first reported a position in PCAR in Q4 2021 and held it in 10 quarters. The position peaked at $16K in Q1 2024. 959 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 129 PACCAR shares in Q3 2024, an estimated $13.3K.
  • Tyler-Stone Wealth Management first reported a position in PACCAR in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's PACCAR position peaked at $16K in Q1 2024.
  • 959 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.