Aletheian Wealth Advisors’s PepsiCo PEP Stock Holding History

Aletheian Wealth Advisors’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
2023 Q3	–	Sell	-1,120	Closed	-$207K	–	81
2023 Q2	$207K	Buy	+1,120	New	+$209K	0.14%	77
2023 Q1	–	Sell	-3,052	Closed	-$551K	–	78
2022 Q4	$551K	Buy	+3,052	New	+$544K	0.48%	44

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Aletheian Wealth Advisors's PEP Position: Q3 2023 in Review

Aletheian Wealth Advisors sold out of PepsiCo (PEP) in Q3 2023, closing a stake of 1,120 shares — an estimated $207K sold.

Aletheian Wealth Advisors first reported a position in PEP in Q4 2022 and held it in 2 quarters. The position peaked at $551K in Q4 2022. 3,187 funds tracked by Wall St. Rank hold PEP as of Q3 2023.

Aletheian Wealth Advisors reported no remaining PepsiCo position as of Q3 2023 after selling out during the quarter.
Aletheian Wealth Advisors sold 1,120 PepsiCo shares in Q3 2023, an estimated $207K.
Aletheian Wealth Advisors first reported a position in PepsiCo in Q4 2022 and held it in 2 quarters.
Aletheian Wealth Advisors's PepsiCo position peaked at $551K in Q4 2022.
3,187 funds tracked by Wall St. Rank held PepsiCo as of Q3 2023.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.