Authentikos Wealth Advisory’s PepsiCo PEP Stock Holding History

Authentikos Wealth Advisory’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 Q4	–	Sell	-22	Closed	-$3.73K	–	430
2023 Q3	$3.73K	Buy	+22	New	+$4K	﹤0.01%	346

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Authentikos Wealth Advisory's PEP Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of PepsiCo (PEP) in Q4 2023, closing a stake of 22 shares — an estimated $3.73K sold.

Authentikos Wealth Advisory first reported a position in PEP in Q3 2023 and held it in 1 quarter. The position peaked at $3.73K in Q3 2023. 3,339 funds tracked by Wall St. Rank hold PEP as of Q4 2023.

Authentikos Wealth Advisory reported no remaining PepsiCo position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 22 PepsiCo shares in Q4 2023, an estimated $3.73K.
Authentikos Wealth Advisory first reported a position in PepsiCo in Q3 2023 and held it in 1 quarter.
Authentikos Wealth Advisory's PepsiCo position peaked at $3.73K in Q3 2023.
3,339 funds tracked by Wall St. Rank held PepsiCo as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.