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Cypress Point Wealth Management’s PepsiCo PEP Stock Holding History

Cypress Point Wealth Management’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
2021
Q4 		– Sell
-8
Closed -$1K – 118
2021
Q3 		$1K Buy
+8
New +$1.24K ﹤0.01% 151
2021
Q1 		– Sell
-1,500
Closed -$222K – 170
2020
Q4 		$222K Buy
+1,500
New +$213K 0.34% 81

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cypress Point Wealth Management's PEP Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of PepsiCo (PEP) in Q4 2021, closing a stake of 8 shares — an estimated $1K sold.

Cypress Point Wealth Management first reported a position in PEP in Q4 2020 and held it in 2 quarters. The position peaked at $222K in Q4 2020. 3,035 funds tracked by Wall St. Rank hold PEP as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining PepsiCo position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 8 PepsiCo shares in Q4 2021, an estimated $1K.
  • Cypress Point Wealth Management first reported a position in PepsiCo in Q4 2020 and held it in 2 quarters.
  • Cypress Point Wealth Management's PepsiCo position peaked at $222K in Q4 2020.
  • 3,035 funds tracked by Wall St. Rank held PepsiCo as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.