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Benchmark Investment Advisors’s PepsiCo PEP Stock Holding History

Benchmark Investment 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
Q2 		– Sell
-2,044
Closed -$342K – 100
2022
Q1 		$342K Buy
+2,044
New +$343K 0.26% 97

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Benchmark Investment Advisors's PEP Position: Q2 2022 in Review

Benchmark Investment Advisors sold out of PepsiCo (PEP) in Q2 2022, closing a stake of 2,044 shares — an estimated $342K sold.

Benchmark Investment Advisors first reported a position in PEP in Q1 2022 and held it in 1 quarter. The position peaked at $342K in Q1 2022. 3,013 funds tracked by Wall St. Rank hold PEP as of Q2 2022.

  • Benchmark Investment Advisors reported no remaining PepsiCo position as of Q2 2022 after selling out during the quarter.
  • Benchmark Investment Advisors sold 2,044 PepsiCo shares in Q2 2022, an estimated $342K.
  • Benchmark Investment Advisors first reported a position in PepsiCo in Q1 2022 and held it in 1 quarter.
  • Benchmark Investment Advisors's PepsiCo position peaked at $342K in Q1 2022.
  • 3,013 funds tracked by Wall St. Rank held PepsiCo as of Q2 2022.

Based on Benchmark Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.