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U.S. Capital Wealth Advisors’s PACCAR PCAR Stock Holding History

U.S. Capital 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
2024
Q2 		– Sell
-1,683
Closed -$209K – 704
2024
Q1 		$209K Buy
+1,683
New +$181K 0.01% 637
2023
Q1 		– Sell
-317
Closed -$20.9K – 1257
2022
Q4 		$20.9K Buy
+317
New +$20.7K ﹤0.01% 1099
2022
Q2 		– Sell
-21,989
Closed -$1.29M – 720
2022
Q1 		$1.29M Buy
21,989
+3,050
+16% +$186K 0.05% 345
2021
Q4 		$1.11M Buy
18,939
+6,700
+55% +$387K 0.04% 381
2021
Q3 		$644K Buy
+12,239
New +$679K 0.03% 465

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
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

U.S. Capital Wealth Advisors's PCAR Position: Q2 2024 in Review

U.S. Capital Wealth Advisors sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 1,683 shares — an estimated $209K sold.

U.S. Capital Wealth Advisors first reported a position in PCAR in Q3 2021 and held it in 5 quarters. The position peaked at $1.29M in Q1 2022. 1,021 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • U.S. Capital Wealth Advisors reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,683 PACCAR shares in Q2 2024, an estimated $209K.
  • U.S. Capital Wealth Advisors first reported a position in PACCAR in Q3 2021 and held it in 5 quarters.
  • U.S. Capital Wealth Advisors's PACCAR position peaked at $1.29M in Q1 2022.
  • 1,021 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.