Guidance Point Advisors’s PepsiCo PEP Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-289	Closed	-$43K	–	319
2021 Q3	$43K	Buy	+289	New	+$44.7K	0.02%	157

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guidance Point Advisors's PEP Position: Q4 2021 in Review

Guidance Point Advisors sold out of PepsiCo (PEP) in Q4 2021, closing a stake of 289 shares — an estimated $43K sold.

Guidance Point Advisors first reported a position in PEP in Q3 2021 and held it in 1 quarter. The position peaked at $43K in Q3 2021. 3,036 funds tracked by Wall St. Rank hold PEP as of Q4 2021.

Guidance Point Advisors reported no remaining PepsiCo position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 289 PepsiCo shares in Q4 2021, an estimated $43K.
Guidance Point Advisors first reported a position in PepsiCo in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's PepsiCo position peaked at $43K in Q3 2021.
3,036 funds tracked by Wall St. Rank held PepsiCo as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.