Aquire Wealth Advisors’s PepsiCo PEP Stock Holding History

Aquire 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
2022 Q1	–	Sell	-20	Closed	-$3K	–	178
2021 Q4	$3K	Buy	+20	New	+$3.27K	﹤0.01%	169

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aquire Wealth Advisors's PEP Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of PepsiCo (PEP) in Q1 2022, closing a stake of 20 shares — an estimated $3K sold.

Aquire Wealth Advisors first reported a position in PEP in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 3,026 funds tracked by Wall St. Rank hold PEP as of Q1 2022.

Aquire Wealth Advisors reported no remaining PepsiCo position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 20 PepsiCo shares in Q1 2022, an estimated $3K.
Aquire Wealth Advisors first reported a position in PepsiCo in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's PepsiCo position peaked at $3K in Q4 2021.
3,026 funds tracked by Wall St. Rank held PepsiCo as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.