Axim Planning & Wealth’s PepsiCo PEP Stock Holding History

Axim Planning & Wealth’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	-226	Closed	-$37K	–	130
2022 Q3	$37K	Hold	226	–	–	0.04%	59
2022 Q2	$38K	Buy	+226	New	+$38K	0.03%	53

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Axim Planning & Wealth's PEP Position: Q4 2022 in Review

Axim Planning & Wealth sold out of PepsiCo (PEP) in Q4 2022, closing a stake of 226 shares — an estimated $37K sold.

Axim Planning & Wealth first reported a position in PEP in Q2 2022 and held it in 2 quarters. The position peaked at $38K in Q2 2022. 3,193 funds tracked by Wall St. Rank hold PEP as of Q4 2022.

Axim Planning & Wealth reported no remaining PepsiCo position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 226 PepsiCo shares in Q4 2022, an estimated $37K.
Axim Planning & Wealth first reported a position in PepsiCo in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's PepsiCo position peaked at $38K in Q2 2022.
3,193 funds tracked by Wall St. Rank held PepsiCo as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.