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Adams Wealth Management’s Peloton Interactive PTON Stock Holding History

Adams 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
2020
Q4 		– Sell
-300
Closed -$30K – 274
2020
Q3 		$30K Buy
+300
New +$22.1K 0.02% 130

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BlackRock
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Adams Wealth Management's PTON Position: Q4 2020 in Review

Adams Wealth Management sold out of Peloton Interactive (PTON) in Q4 2020, closing a stake of 300 shares — an estimated $30K sold.

Adams Wealth Management first reported a position in PTON in Q3 2020 and held it in 1 quarter. The position peaked at $30K in Q3 2020. 688 funds tracked by Wall St. Rank hold PTON as of Q4 2020.

  • Adams Wealth Management reported no remaining Peloton Interactive position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 300 Peloton Interactive shares in Q4 2020, an estimated $30K.
  • Adams Wealth Management first reported a position in Peloton Interactive in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Peloton Interactive position peaked at $30K in Q3 2020.
  • 688 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.