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Masso Torrence Wealth Management’s PepsiCo PEP Stock Holding History

Masso Torrence Wealth Management’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
-320
Closed -$56K – 276
2021
Q4 		$56K Buy
+320
New +$52.3K 0.04% 146

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State Street
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Masso Torrence Wealth Management's PEP Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of PepsiCo (PEP) in Q1 2022, closing a stake of 320 shares — an estimated $56K sold.

Masso Torrence Wealth Management first reported a position in PEP in Q4 2021 and held it in 1 quarter. The position peaked at $56K in Q4 2021. 3,027 funds tracked by Wall St. Rank hold PEP as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining PepsiCo position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 320 PepsiCo shares in Q1 2022, an estimated $56K.
  • Masso Torrence Wealth Management first reported a position in PepsiCo in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's PepsiCo position peaked at $56K in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held PepsiCo as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.