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Advanced Research Investment Solutions’s PepsiCo PEP Stock Holding History

Advanced Research Investment Solutions’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-935
Closed -$153K – 114
2022
Q3 		$153K Buy
+935
New +$161K 0.09% 34
2022
Q2 		– Sell
-322
Closed -$54K – 171
2022
Q1 		$54K Sell
322
-407
-56% -$68.3K 0.02% 70
2021
Q4 		$127K Buy
729
+40
+6% +$6.53K 0.05% 65
2021
Q3 		$104K Buy
689
+671
+3,728% +$104K 0.05% 48
2021
Q2 		$3K Hold
18
– – ﹤0.01% 69
2021
Q1 		$3K Hold
18
– – ﹤0.01% 62
2020
Q4 		$3K Buy
+18
New +$2.56K ﹤0.01% 57

Other funds holding PEP

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advanced Research Investment Solutions's PEP Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of PepsiCo (PEP) in Q4 2022, closing a stake of 935 shares — an estimated $153K sold.

Advanced Research Investment Solutions first reported a position in PEP in Q4 2020 and held it in 7 quarters. The position peaked at $153K in Q3 2022. 3,192 funds tracked by Wall St. Rank hold PEP as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining PepsiCo position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 935 PepsiCo shares in Q4 2022, an estimated $153K.
  • Advanced Research Investment Solutions first reported a position in PepsiCo in Q4 2020 and held it in 7 quarters.
  • Advanced Research Investment Solutions's PepsiCo position peaked at $153K in Q3 2022.
  • 3,192 funds tracked by Wall St. Rank held PepsiCo as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.