Align Wealth Management’s PepsiCo PEP Stock Holding History

Align Wealth Management’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	$104	Buy	+1	New	+$178	﹤0.01%	215

Other funds holding PEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Align Wealth Management's PEP Position: Q4 2022 in Review

Align Wealth Management opened a new position in PepsiCo (PEP) in Q4 2022: 1 share worth $104. The stake represents ﹤0.01% of the portfolio and ranks #215 among its holdings.

3,195 funds tracked by Wall St. Rank hold PEP as of Q4 2022.

Align Wealth Management held 1 share of PepsiCo worth $104 as of Q4 2022.
PepsiCo was a new Align Wealth Management position in Q4 2022.
PepsiCo made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #215 holding.
3,195 funds tracked by Wall St. Rank held PepsiCo as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.