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Aquire Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Aquire 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
-16
Closed -$1K – 189
2021
Q4 		$1K Buy
+16
New +$977 ﹤0.01% 233

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Vanguard Group
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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

Aquire Wealth Advisors's PTON Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 16 shares — an estimated $1K sold.

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

  • Aquire Wealth Advisors reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 16 Peloton Interactive shares in Q1 2022, an estimated $1K.
  • Aquire Wealth Advisors first reported a position in Peloton Interactive in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's Peloton Interactive position peaked at $1K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.