WT Wealth Management’s PepsiCo PEP Stock Holding History

WT 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 Q2	–	Sell	-1,530	Closed	-$256K	–	116
2022 Q1	$256K	Buy	+1,530	New	+$257K	0.1%	106

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WT Wealth Management's PEP Position: Q2 2022 in Review

WT Wealth Management sold out of PepsiCo (PEP) in Q2 2022, closing a stake of 1,530 shares — an estimated $256K sold.

WT Wealth Management first reported a position in PEP in Q1 2022 and held it in 1 quarter. The position peaked at $256K in Q1 2022. 3,012 funds tracked by Wall St. Rank hold PEP as of Q2 2022.

WT Wealth Management reported no remaining PepsiCo position as of Q2 2022 after selling out during the quarter.
WT Wealth Management sold 1,530 PepsiCo shares in Q2 2022, an estimated $256K.
WT Wealth Management first reported a position in PepsiCo in Q1 2022 and held it in 1 quarter.
WT Wealth Management's PepsiCo position peaked at $256K in Q1 2022.
3,012 funds tracked by Wall St. Rank held PepsiCo as of Q2 2022.

Based on WT Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.