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Advisor Group’s Peloton Interactive PTON Stock Holding History

Advisor Group’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
2019
Q4 		$59K Buy
2,066
+683
+49% +$18.4K ﹤0.01% 3316
2019
Q3 		$35K Buy
+1,383
New +$35.1K ﹤0.01% 3634

Other funds holding PTON

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Advisor Group's PTON Position: Q4 2019 in Review

Advisor Group increased its Peloton Interactive (PTON) stake by 49% in Q4 2019, buying an estimated $18.4K and bringing the position to 2,066 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3316.

Advisor Group first reported a position in PTON in Q3 2019 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold PTON as of Q4 2019.

  • Advisor Group held 2,066 shares of Peloton Interactive worth $59K as of Q4 2019.
  • Advisor Group bought 683 Peloton Interactive shares in Q4 2019, an estimated $18.4K.
  • Peloton Interactive made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3316 holding.
  • Advisor Group first reported a position in Peloton Interactive in Q3 2019 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.