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Life Planning Partners’s PepsiCo PEP Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-203
Closed -$34.5K – 180
2023
Q4 		$34.5K Buy
+203
New +$33.7K 0.03% 116
2022
Q3 		$33.1K Hold
203
– – 0.04% 102
2022
Q2 		$34K Hold
203
– – 0.04% 103
2022
Q1 		$34K Hold
203
– – 0.03% 103
2021
Q4 		$35K Buy
+203
New +$33.2K 0.04% 100

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Life Planning Partners's PEP Position: Q1 2024 in Review

Life Planning Partners sold out of PepsiCo (PEP) in Q1 2024, closing a stake of 203 shares — an estimated $34.5K sold.

Life Planning Partners first reported a position in PEP in Q4 2021 and held it in 5 quarters. The position peaked at $35K in Q4 2021. 3,362 funds tracked by Wall St. Rank hold PEP as of Q1 2024.

  • Life Planning Partners reported no remaining PepsiCo position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 203 PepsiCo shares in Q1 2024, an estimated $34.5K.
  • Life Planning Partners first reported a position in PepsiCo in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's PepsiCo position peaked at $35K in Q4 2021.
  • 3,362 funds tracked by Wall St. Rank held PepsiCo as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.