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ForthRight Wealth Management’s Coca-Cola Europacific Partners CCEP Stock Holding History

ForthRight Wealth Management’s Portfolio CCEP Stock Details CCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,256
Closed -$222K – 35
2021
Q1 		$222K Hold
4,256
– – 0.15% 32
2020
Q4 		$212K Buy
+4,256
New +$180K 0.17% 30

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ForthRight Wealth Management's CCEP Position: Q2 2021 in Review

ForthRight Wealth Management sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2021, closing a stake of 4,256 shares — an estimated $222K sold.

ForthRight Wealth Management first reported a position in CCEP in Q4 2020 and held it in 2 quarters. The position peaked at $222K in Q1 2021. 370 funds tracked by Wall St. Rank hold CCEP as of Q2 2021.

  • ForthRight Wealth Management reported no remaining Coca-Cola Europacific Partners position as of Q2 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 4,256 Coca-Cola Europacific Partners shares in Q2 2021, an estimated $222K.
  • ForthRight Wealth Management first reported a position in Coca-Cola Europacific Partners in Q4 2020 and held it in 2 quarters.
  • ForthRight Wealth Management's Coca-Cola Europacific Partners position peaked at $222K in Q1 2021.
  • 370 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2021.

Based on ForthRight Wealth Management's 13F filing for Q2 2021, filed 23 Jul 2021.