Wealthcare Advisory Partners’s PACCAR PCAR Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-456	Closed	-$28K	–	1459
2021 Q1	$28K	Buy	+456	New	+$28.5K	﹤0.01%	1089
2020 Q2	–	Sell	-492	Closed	-$20K	–	1055
2020 Q1	$20K	Buy	492 +61	+14%	+$2.87K	﹤0.01%	733
2019 Q4	$23K	Buy	431 +2	+0.5%	+$103	﹤0.01%	732
2019 Q3	$20K	Sell	429 -36	-8%	-$1.64K	﹤0.01%	753
2019 Q2	$22K	Buy	465 +37	+9%	+$1.72K	﹤0.01%	700
2019 Q1	$19K	Buy	428 +6	+1%	+$261	﹤0.01%	674
2018 Q4	$16K	Buy	422 +2	+0.5%	+$80	﹤0.01%	687
2018 Q3	$19K	Hold	420	–	–	﹤0.01%	690
2018 Q2	$17K	Buy	420 +1	+0.2%	+$43	﹤0.01%	716
2018 Q1	$18K	Hold	419	–	–	﹤0.01%	608
2017 Q4	$20K	Hold	419	–	–	0.01%	541
2017 Q3	$20K	Buy	+419	New	+$18.9K	0.01%	429

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return