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Dixon Hughes Goodman Wealth Advisors’s PepsiCo PEP Stock Holding History

Dixon Hughes Goodman 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
Q1 		$399K Buy
2,383
+592
+33% +$99.4K 0.11% 112
2021
Q4 		$311K Buy
+1,791
New +$293K 0.1% 112

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PEP Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its PepsiCo (PEP) stake by 33% in Q1 2022, buying an estimated $99.4K and bringing the position to 2,383 shares worth $399K. The position accounts for 0.11% of the portfolio, ranked #112.

Dixon Hughes Goodman Wealth Advisors first reported a position in PEP in Q4 2021 and has held it in 2 quarters since. 3,026 funds tracked by Wall St. Rank hold PEP as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,383 shares of PepsiCo worth $399K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 592 PepsiCo shares in Q1 2022, an estimated $99.4K.
  • PepsiCo made up 0.11% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #112 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 2 quarters since.
  • 3,026 funds tracked by Wall St. Rank held PepsiCo as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.