TRUE Private Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

TRUE Private Wealth Advisors’s Portfolio CCEP Stock Details CCEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-65	Closed	-$2K	–	688
2020 Q1	$2K	Hold	65	–	–	﹤0.01%	597
2019 Q4	$3K	Buy	+65	New	+$3.42K	﹤0.01%	707
2019 Q3	–	Sell	-174	Closed	-$9K	–	291
2019 Q2	$9K	Buy	+174	New	+$9.51K	﹤0.01%	554
2018 Q4	–	Sell	-1,087	Closed	-$49.4K	–	341
2018 Q3	$49.4K	Buy	+1,087	New	+$46.3K	0.01%	463

Other funds holding CCEP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

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

TRUE Private Wealth Advisors's CCEP Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2020, closing a stake of 65 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in CCEP in Q3 2018 and held it in 4 quarters. The position peaked at $49.4K in Q3 2018. 359 funds tracked by Wall St. Rank hold CCEP as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining Coca-Cola Europacific Partners position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 65 Coca-Cola Europacific Partners shares in Q2 2020, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q3 2018 and held it in 4 quarters.
TRUE Private Wealth Advisors's Coca-Cola Europacific Partners position peaked at $49.4K in Q3 2018.
359 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.