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Advus Financial Partners, LLC’s PACCAR PCAR Stock Holding History

Advus Financial Partners, LLC’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
Q2 		– Sell
-1,829
Closed -$227K – 211
2024
Q1 		$227K Buy
+1,829
New +$197K 0.07% 185

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advus Financial Partners, LLC's PCAR Position: Q2 2024 in Review

Advus Financial Partners, LLC sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 1,829 shares — an estimated $227K sold.

Advus Financial Partners, LLC first reported a position in PCAR in Q1 2024 and held it in 1 quarter. The position peaked at $227K in Q1 2024. 1,021 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • Advus Financial Partners, LLC reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 1,829 PACCAR shares in Q2 2024, an estimated $227K.
  • Advus Financial Partners, LLC first reported a position in PACCAR in Q1 2024 and held it in 1 quarter.
  • Advus Financial Partners, LLC's PACCAR position peaked at $227K in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2024, filed 25 Aug 2026.