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Abound Wealth Management’s Peloton Interactive PTON Stock Holding History

Abound Wealth Management’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
2024
Q4 		– Sell
-127
Closed -$595 – 1322
2024
Q3 		$595 Buy
127
+7
+6% +$28 ﹤0.01% 840
2024
Q2 		$406 Hold
120
– – ﹤0.01% 892
2024
Q1 		$515 Hold
120
– – ﹤0.01% 891
2023
Q4 		$731 Hold
120
– – ﹤0.01% 833
2023
Q3 		$606 Hold
120
– – ﹤0.01% 770
2023
Q2 		$923 Hold
120
– – ﹤0.01% 744
2023
Q1 		$1.36K Hold
120
– – ﹤0.01% 620
2022
Q4 		$953 Sell
120
-62
-34% -$595 ﹤0.01% 620
2022
Q3 		$1.26K Buy
+182
New +$1.85K ﹤0.01% 569

Other funds holding PTON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Wealth Management's PTON Position: Q4 2024 in Review

Abound Wealth Management sold out of Peloton Interactive (PTON) in Q4 2024, closing a stake of 127 shares — an estimated $595 sold.

Abound Wealth Management first reported a position in PTON in Q3 2022 and held it in 9 quarters. The position peaked at $1.36K in Q1 2023. 437 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

  • Abound Wealth Management reported no remaining Peloton Interactive position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 127 Peloton Interactive shares in Q4 2024, an estimated $595.
  • Abound Wealth Management first reported a position in Peloton Interactive in Q3 2022 and held it in 9 quarters.
  • Abound Wealth Management's Peloton Interactive position peaked at $1.36K in Q1 2023.
  • 437 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.