Guidant Wealth Advisors’s PepsiCo PEP Stock Holding History

Guidant 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
2019 Q3	$77K	Hold	558	–	–	0.03%	153
2019 Q2	$73K	Buy	558 +101	+22%	+$12.9K	0.03%	156
2019 Q1	$56K	Buy	457 +275	+151%	+$31.3K	0.02%	172
2018 Q4	$20K	Sell	182 -253	-58%	-$28.5K	0.01%	167
2018 Q3	$48K	Buy	435 +1	+0.2%	+$113	0.02%	87
2018 Q2	$47K	Hold	434	–	–	0.02%	84
2018 Q1	$46K	Buy	434 +18	+4%	+$2.05K	0.02%	85
2017 Q4	$49K	Sell	416 -348	-46%	-$39.7K	0.02%	82
2017 Q3	$84K	Buy	764 +1	+0.1%	+$116	0.06%	58
2017 Q2	$87K	Buy	763 +348	+84%	+$39.9K	0.04%	90
2017 Q1	$46K	Buy	415 +315	+315%	+$33.8K	0.02%	114
2016 Q4	$10K	Sell	100 -66	-40%	-$6.91K	0.01%	163
2016 Q3	$18K	Buy	+166	New	+$17.9K	0.01%	128

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guidant Wealth Advisors's PEP Position: Q3 2019 in Review

Guidant Wealth Advisors held its PepsiCo (PEP) position steady in Q3 2019 at 558 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #153.

Guidant Wealth Advisors first reported a position in PEP in Q3 2016 and has held it in 13 quarters since. The position peaked at $87K in Q2 2017. 2,328 funds tracked by Wall St. Rank hold PEP as of Q3 2019.

Guidant Wealth Advisors held 558 shares of PepsiCo worth $77K as of Q3 2019.
Guidant Wealth Advisors left its PepsiCo share count unchanged in Q3 2019.
PepsiCo made up 0.03% of Guidant Wealth Advisors's portfolio in Q3 2019, its #153 holding.
Guidant Wealth Advisors first reported a position in PepsiCo in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's PepsiCo position peaked at $87K in Q2 2017.
2,328 funds tracked by Wall St. Rank held PepsiCo as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.