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AJ Wealth Strategies’s Peloton Interactive PTON Stock Holding History

AJ Wealth Strategies’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
-6,000
Closed -$215K – 333
2021
Q4 		$215K Sell
6,000
-1,548
-21% -$94.5K 0.01% 274
2021
Q3 		$657K Sell
7,548
-5,671
-43% -$627K 0.04% 161
2021
Q2 		$1.64M Buy
13,219
+423
+3% +$45K 0.1% 94
2021
Q1 		$1.44M Sell
12,796
-713
-5% -$94.6K 0.1% 91
2020
Q4 		$2.05M Buy
+13,509
New +$1.65M 0.18% 60

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

AJ Wealth Strategies's PTON Position: Q1 2022 in Review

AJ Wealth Strategies sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 6,000 shares — an estimated $215K sold.

AJ Wealth Strategies first reported a position in PTON in Q4 2020 and held it in 5 quarters. The position peaked at $2.05M in Q4 2020. 501 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

  • AJ Wealth Strategies reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 6,000 Peloton Interactive shares in Q1 2022, an estimated $215K.
  • AJ Wealth Strategies first reported a position in Peloton Interactive in Q4 2020 and held it in 5 quarters.
  • AJ Wealth Strategies's Peloton Interactive position peaked at $2.05M in Q4 2020.
  • 501 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on AJ Wealth Strategies's 13F filing for Q1 2022, filed 13 May 2022.