Bromfield Sneider Wealth Advisors’s PepsiCo PEP Stock Holding History

Bromfield Sneider 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
2024 Q1	$36.2K	Hold	207	–	–	0.02%	86
2023 Q4	$35.2K	Hold	207	–	–	0.02%	81
2023 Q3	$35.1K	Sell	207 -110	-35%	-$20K	0.03%	78
2023 Q2	$58.7K	Hold	317	–	–	0.05%	63
2023 Q1	$57.8K	Hold	317	–	–	0.05%	60
2022 Q4	$57.3K	Hold	317	–	–	0.05%	58
2022 Q3	$52K	Hold	317	–	–	0.06%	56
2022 Q2	$53K	Sell	317 -213	-40%	-$35.9K	0.06%	57
2022 Q1	$89K	Buy	+530	New	+$89K	0.09%	51

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's PEP Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its PepsiCo (PEP) position steady in Q1 2024 at 207 shares worth $36.2K. The position accounts for 0.02% of the portfolio, ranked #86.

Bromfield Sneider Wealth Advisors first reported a position in PEP in Q1 2022 and has held it in 9 quarters since. The position peaked at $89K in Q1 2022. 3,367 funds tracked by Wall St. Rank hold PEP as of Q1 2024.

Bromfield Sneider Wealth Advisors held 207 shares of PepsiCo worth $36.2K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its PepsiCo share count unchanged in Q1 2024.
PepsiCo made up 0.02% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #86 holding.
Bromfield Sneider Wealth Advisors first reported a position in PepsiCo in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's PepsiCo position peaked at $89K in Q1 2022.
3,367 funds tracked by Wall St. Rank held PepsiCo as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.