AWM
PTON icon

Accel Wealth Management’s Peloton Interactive PTON Stock Holding History

Accel 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
2023
Q2 		– Sell
-1,000
Closed -$11.3K – 678
2023
Q1 		$11.3K Hold
1,000
– – ﹤0.01% 855
2022
Q4 		$7.94K Hold
1,000
– – ﹤0.01% 756
2022
Q3 		$9K Buy
+1,000
New +$10.2K ﹤0.01% 762

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Accel Wealth Management's PTON Position: Q2 2023 in Review

Accel Wealth Management sold out of Peloton Interactive (PTON) in Q2 2023, closing a stake of 1,000 shares — an estimated $11.3K sold.

Accel Wealth Management first reported a position in PTON in Q3 2022 and held it in 3 quarters. The position peaked at $11.3K in Q1 2023. 403 funds tracked by Wall St. Rank hold PTON as of Q2 2023.

  • Accel Wealth Management reported no remaining Peloton Interactive position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,000 Peloton Interactive shares in Q2 2023, an estimated $11.3K.
  • Accel Wealth Management first reported a position in Peloton Interactive in Q3 2022 and held it in 3 quarters.
  • Accel Wealth Management's Peloton Interactive position peaked at $11.3K in Q1 2023.
  • 403 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.