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Intelligence Driven Advisers’s PepsiCo PEP Stock Holding History

Intelligence Driven Advisers’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 		– Sell
-3,300
Closed -$565K – 94
2021
Q4 		$565K Buy
3,300
+300
+10% +$49K 0.1% 57
2021
Q3 		$453K Hold
3,000
– – 0.1% 53
2021
Q2 		$445K Buy
+3,000
New +$437K 0.09% 65

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Intelligence Driven Advisers's PEP Position: Q1 2022 in Review

Intelligence Driven Advisers sold out of PepsiCo (PEP) in Q1 2022, closing a stake of 3,300 shares — an estimated $565K sold.

Intelligence Driven Advisers first reported a position in PEP in Q2 2021 and held it in 3 quarters. The position peaked at $565K in Q4 2021. 3,025 funds tracked by Wall St. Rank hold PEP as of Q1 2022.

  • Intelligence Driven Advisers reported no remaining PepsiCo position as of Q1 2022 after selling out during the quarter.
  • Intelligence Driven Advisers sold 3,300 PepsiCo shares in Q1 2022, an estimated $565K.
  • Intelligence Driven Advisers first reported a position in PepsiCo in Q2 2021 and held it in 3 quarters.
  • Intelligence Driven Advisers's PepsiCo position peaked at $565K in Q4 2021.
  • 3,025 funds tracked by Wall St. Rank held PepsiCo as of Q1 2022.

Based on Intelligence Driven Advisers's 13F filing for Q1 2022, filed 25 Apr 2022.