Freedom Wealth Alliance’s PepsiCo PEP Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-162	Closed	-$29.2K	–	338
2022 Q4	$29.2K	Buy	+162	New	+$28.9K	0.04%	156

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Freedom Wealth Alliance's PEP Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of PepsiCo (PEP) in Q1 2023, closing a stake of 162 shares — an estimated $29.2K sold.

Freedom Wealth Alliance first reported a position in PEP in Q4 2022 and held it in 1 quarter. The position peaked at $29.2K in Q4 2022. 3,168 funds tracked by Wall St. Rank hold PEP as of Q1 2023.

Freedom Wealth Alliance reported no remaining PepsiCo position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 162 PepsiCo shares in Q1 2023, an estimated $29.2K.
Freedom Wealth Alliance first reported a position in PepsiCo in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's PepsiCo position peaked at $29.2K in Q4 2022.
3,168 funds tracked by Wall St. Rank held PepsiCo as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.