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Wetzel Investment Advisors’s PACCAR PCAR Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-1,359
Closed -$168K – 672
2024
Q2 		$168K Hold
1,359
– – 0.1% 131
2024
Q1 		$155K Hold
1,359
– – 0.09% 138
2023
Q4 		$133K Buy
+1,359
New +$122K 0.08% 150

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's PCAR Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 1,359 shares — an estimated $168K sold.

Wetzel Investment Advisors first reported a position in PCAR in Q4 2023 and held it in 3 quarters. The position peaked at $168K in Q2 2024. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,359 PACCAR shares in Q3 2024, an estimated $168K.
  • Wetzel Investment Advisors first reported a position in PACCAR in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's PACCAR position peaked at $168K in Q2 2024.
  • 958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.