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Wealthspire Advisors (Maryland)’s Coca-Cola Europacific Partners CCEP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-562
Closed -$29K – 713
2019
Q1 		$29K Sell
562
-96
-15% -$4.56K ﹤0.01% 1120
2018
Q4 		$30K Buy
658
+35
+6% +$1.62K ﹤0.01% 1051
2018
Q3 		$28K Buy
623
+53
+9% +$2.26K ﹤0.01% 1174
2018
Q2 		$23K Sell
570
-41
-7% -$1.62K ﹤0.01% 1255
2018
Q1 		$25K Buy
611
+32
+6% +$1.26K ﹤0.01% 1222
2017
Q4 		$23K Buy
579
+59
+11% +$2.36K ﹤0.01% 1281
2017
Q3 		$22K Buy
520
+9
+2% +$382 ﹤0.01% 1266
2017
Q2 		$21K Buy
511
+24
+5% +$950 ﹤0.01% 1249
2017
Q1 		$18K Buy
487
+152
+45% +$5.3K ﹤0.01% 1117
2016
Q4 		$11K Sell
335
-13
-4% -$458 ﹤0.01% 1189
2016
Q3 		$14K Sell
348
-22
-6% -$839 ﹤0.01% 1163
2016
Q2 		$13K Sell
370
-38
-9% -$1.79K ﹤0.01% 1131
2016
Q1 		$21K Buy
408
+13
+3% +$626 ﹤0.01% 955
2015
Q4 		$19K Buy
+395
New +$19.9K ﹤0.01% 981

Other funds holding CCEP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CCEP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2019, closing a stake of 562 shares — an estimated $29K sold.

Wealthspire Advisors (Maryland) first reported a position in CCEP in Q4 2015 and held it in 14 quarters. The position peaked at $30K in Q4 2018. 369 funds tracked by Wall St. Rank hold CCEP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Coca-Cola Europacific Partners position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 562 Coca-Cola Europacific Partners shares in Q2 2019, an estimated $29K.
  • Wealthspire Advisors (Maryland) first reported a position in Coca-Cola Europacific Partners in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Coca-Cola Europacific Partners position peaked at $30K in Q4 2018.
  • 369 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.