Interactive Financial Advisors’s PepsiCo PEP Stock Holding History

Interactive Financial 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
2023 Q1	–	Sell	-215	Closed	-$38.8K	–	134
2022 Q4	$38.8K	Sell	215 -10	-4%	-$1.78K	0.02%	130
2022 Q3	$37K	Hold	225	–	–	0.02%	130
2022 Q2	$37K	Hold	225	–	–	0.02%	116
2022 Q1	$38K	Sell	225 -118	-34%	-$19.8K	0.02%	129
2021 Q4	$79K	Buy	343 +118	+52%	+$19.3K	0.03%	113
2021 Q3	$34K	Hold	225	–	–	0.01%	134
2021 Q2	$33K	Hold	225	–	–	0.01%	138
2021 Q1	$32K	Hold	225	–	–	0.01%	133
2020 Q4	$33K	Buy	+225	New	+$32K	0.02%	128

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Interactive Financial Advisors's PEP Position: Q1 2023 in Review

Interactive Financial Advisors sold out of PepsiCo (PEP) in Q1 2023, closing a stake of 215 shares — an estimated $38.8K sold.

Interactive Financial Advisors first reported a position in PEP in Q4 2020 and held it in 9 quarters. The position peaked at $79K in Q4 2021. 3,170 funds tracked by Wall St. Rank hold PEP as of Q1 2023.

Interactive Financial Advisors reported no remaining PepsiCo position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 215 PepsiCo shares in Q1 2023, an estimated $38.8K.
Interactive Financial Advisors first reported a position in PepsiCo in Q4 2020 and held it in 9 quarters.
Interactive Financial Advisors's PepsiCo position peaked at $79K in Q4 2021.
3,170 funds tracked by Wall St. Rank held PepsiCo as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.