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Aaron Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Aaron Wealth Advisors’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,352
Closed -$57.3K – 282
2023
Q3 		$57.3K Buy
+11,352
New +$80.7K 0.01% 258
2021
Q3 		– Sell
-22,390
Closed -$2.78M – 162
2021
Q2 		$2.78M Buy
22,390
+598
+3% +$63.7K 0.91% 25
2021
Q1 		$2.45M Buy
+21,792
New +$2.89M 0.9% 26

Other funds holding PTON

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Aaron Wealth Advisors's PTON Position: Q4 2023 in Review

Aaron Wealth Advisors sold out of Peloton Interactive (PTON) in Q4 2023, closing a stake of 11,352 shares — an estimated $57.3K sold.

Aaron Wealth Advisors first reported a position in PTON in Q1 2021 and held it in 3 quarters. The position peaked at $2.78M in Q2 2021. 402 funds tracked by Wall St. Rank hold PTON as of Q4 2023.

  • Aaron Wealth Advisors reported no remaining Peloton Interactive position as of Q4 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 11,352 Peloton Interactive shares in Q4 2023, an estimated $57.3K.
  • Aaron Wealth Advisors first reported a position in Peloton Interactive in Q1 2021 and held it in 3 quarters.
  • Aaron Wealth Advisors's Peloton Interactive position peaked at $2.78M in Q2 2021.
  • 402 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2023.

Based on Aaron Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.