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Amplius Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Amplius Wealth Advisors’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
-208
Closed -$7K – 720
2021
Q4 		$7K Buy
+208
New +$12.7K ﹤0.01% 666

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Vanguard Group
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BlackRock
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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
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State Street
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Amplius Wealth Advisors's PTON Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 208 shares — an estimated $7K sold.

Amplius Wealth Advisors first reported a position in PTON in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 501 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 208 Peloton Interactive shares in Q1 2022, an estimated $7K.
  • Amplius Wealth Advisors first reported a position in Peloton Interactive in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Peloton Interactive position peaked at $7K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.