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	–	1589
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 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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return