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Wealthspire Advisors (Maryland)’s PACCAR PCAR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$358K Buy
+6,291
New +$353K 0.01% 323
2019
Q2 		– Sell
-3,291
Closed -$149K – 1557
2019
Q1 		$149K Sell
3,291
-32
-1% -$1.39K 0.01% 513
2018
Q4 		$127K Sell
3,323
-123
-4% -$4.91K 0.01% 531
2018
Q3 		$157K Buy
3,446
+404
+13% +$17.8K 0.01% 525
2018
Q2 		$126K Sell
3,042
-1,788
-37% -$77.3K 0.01% 611
2018
Q1 		$213K Buy
4,830
+2,565
+113% +$121K 0.02% 444
2017
Q4 		$107K Buy
2,265
+769
+51% +$36.4K 0.01% 688
2017
Q3 		$72K Buy
1,496
+14
+0.9% +$631 0.01% 834
2017
Q2 		$65K Buy
1,482
+78
+6% +$3.37K 0.01% 849
2017
Q1 		$63K Sell
1,404
-8,135
-85% -$366K 0.01% 743
2016
Q4 		$406K Sell
9,539
-4,734
-33% -$191K 0.06% 209
2016
Q3 		$559K Sell
14,273
-468
-3% -$17.8K 0.09% 156
2016
Q2 		$510K Sell
14,741
-115
-0.8% -$4.23K 0.09% 160
2016
Q1 		$542K Buy
14,856
+816
+6% +$27.3K 0.1% 142
2015
Q4 		$444K Buy
+14,040
New +$479K 0.08% 176

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Wealthspire Advisors (Maryland)'s PCAR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in PACCAR (PCAR) in Q3 2020: 6,291 shares worth $358K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in PCAR as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in PCAR in Q4 2015 and has held it in 15 quarters since. The position peaked at $559K in Q3 2016. 616 funds tracked by Wall St. Rank hold PCAR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,291 shares of PACCAR worth $358K as of Q3 2020.
  • PACCAR was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • PACCAR made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #323 holding.
  • Wealthspire Advisors (Maryland) first reported a position in PACCAR in Q4 2015 and has held it in 15 quarters since.
  • Wealthspire Advisors (Maryland)'s PACCAR position peaked at $559K in Q3 2016.
  • 616 funds tracked by Wall St. Rank held PACCAR as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.