W
PCAR icon

WealthStone’s PACCAR PCAR Stock Holding History

WealthStone’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
Q1 		$215K Buy
+3,486
New +$218K 0.08% 237
2019
Q3 		– Sell
-3,293
Closed -$157K – 447
2019
Q2 		$157K Buy
+3,293
New +$153K 0.07% 115

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WealthStone's PCAR Position: Q1 2021 in Review

WealthStone opened a new position in PACCAR (PCAR) in Q1 2021: 3,486 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #237 among its holdings. This is a return to the name: WealthStone previously reported a position in PCAR as recently as Q2 2019.

WealthStone first reported a position in PCAR in Q2 2019 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold PCAR as of Q1 2021.

  • WealthStone held 3,486 shares of PACCAR worth $215K as of Q1 2021.
  • PACCAR was a new WealthStone position in Q1 2021.
  • PACCAR made up 0.08% of WealthStone's portfolio in Q1 2021, its #237 holding.
  • WealthStone first reported a position in PACCAR in Q2 2019 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held PACCAR as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.