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AFT Forsyth & Company’s Peloton Interactive PTON Stock Holding History

AFT Forsyth & Company’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
2022
Q1 		– Sell
-8,080
Closed -$289K – 158
2021
Q4 		$289K Hold
8,080
– – 0.15% 128
2021
Q3 		$703K Hold
8,080
– – 0.38% 83
2021
Q2 		$1M Buy
8,080
+1,020
+14% +$109K 0.54% 61
2021
Q1 		$794K Buy
7,060
+1,000
+17% +$133K 0.48% 73
2020
Q4 		$919K Buy
+6,060
New +$738K 0.57% 62

Other funds holding PTON

T. Rowe Price Associates
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AFT Forsyth & Company's PTON Position: Q1 2022 in Review

AFT Forsyth & Company sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 8,080 shares — an estimated $289K sold.

AFT Forsyth & Company first reported a position in PTON in Q4 2020 and held it in 5 quarters. The position peaked at $1M in Q2 2021. 501 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

  • AFT Forsyth & Company reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
  • AFT Forsyth & Company sold 8,080 Peloton Interactive shares in Q1 2022, an estimated $289K.
  • AFT Forsyth & Company first reported a position in Peloton Interactive in Q4 2020 and held it in 5 quarters.
  • AFT Forsyth & Company's Peloton Interactive position peaked at $1M in Q2 2021.
  • 501 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on AFT Forsyth & Company's 13F filing for Q1 2022, filed 10 May 2022.