Sound View Wealth Advisors’s PepsiCo PEP Stock Holding History

Sound View 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 Q1	$3.67M	Sell	29,931 -13	-0%	-$1.48K	1.15%	22
2018 Q4	$3.31M	Buy	+29,944	New	+$3.38M	1.2%	19

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Norges Bank Oslo, Norway $935B AUM

Sound View Wealth Advisors's PEP Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its PepsiCo (PEP) stake by 0.04% in Q1 2019, selling an estimated $1.48K and leaving 29,931 shares worth $3.67M. The position accounts for 1.15% of the portfolio, ranked #22.

Sound View Wealth Advisors first reported a position in PEP in Q4 2018 and has held it in 2 quarters since. 2,299 funds tracked by Wall St. Rank hold PEP as of Q1 2019.

Sound View Wealth Advisors held 29,931 shares of PepsiCo worth $3.67M as of Q1 2019.
Sound View Wealth Advisors sold 13 PepsiCo shares in Q1 2019, an estimated $1.48K.
PepsiCo made up 1.15% of Sound View Wealth Advisors's portfolio in Q1 2019, its #22 holding.
Sound View Wealth Advisors first reported a position in PepsiCo in Q4 2018 and has held it in 2 quarters since.
2,299 funds tracked by Wall St. Rank held PepsiCo as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.