Boulder Wealth Advisors’s PepsiCo PEP Stock Holding History

Boulder 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 Q4	$0	Buy	+1	New	+$178	﹤0.01%	125

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

Boulder Wealth Advisors's PEP Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in PepsiCo (PEP) in Q4 2022: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #125 among its holdings.

3,193 funds tracked by Wall St. Rank hold PEP as of Q4 2022.

Boulder Wealth Advisors held 1 share of PepsiCo worth $0 as of Q4 2022.
PepsiCo was a new Boulder Wealth Advisors position in Q4 2022.
PepsiCo made up ﹤0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #125 holding.
3,193 funds tracked by Wall St. Rank held PepsiCo as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.