Number of Shares
1,585.00
Current Holdings Value*
$286,350.00
% of Portfolio
2.27%
Total Estimate Gain
$-59,437.50
% of Total Estimate Gain
-21.02%

Fulcrum Diversified Absolute Return Fund's PepsiCo Inc Holding Summary

As of 2022-12-31, Trust for Advised Portfolios held 1,585.00 shares of PepsiCo Inc(PEP), totaling $286,350.00. This investment constitutes 2.27% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2022Q4. And since then Fulcrum Diversified Absolute Return Fund has made 1 purchases of PEP, at an average price of $178.37, for a total of 1,585.00 shares. Based on historical transaction data and PEP's current price of $140.87, Fulcrum Diversified Absolute Return Fund's estimated gain on his PEP holdings is $-59,437.50, reflecting a -21.02% gain to date.

Fulcrum Diversified Absolute Return Fund PEP ($140.87) Holding Chart

Fulcrum Diversified Absolute Return Fund PEP ($140.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1