Arkadios Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Arkadios 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
2024 Q4	–	Sell	-10,808	Closed	-$50.6K	–	986
2024 Q3	$50.6K	Sell	10,808 -225	-2%	-$884	﹤0.01%	890
2024 Q2	$37.3K	Buy	+11,033	New	+$39.5K	﹤0.01%	819
2021 Q4	–	Sell	-15	Closed	-$1K	–	1469
2021 Q3	$1K	Sell	15 -694	-98%	-$76.7K	﹤0.01%	1827
2021 Q2	$87K	Buy	709 +429	+153%	+$45.7K	0.01%	758
2021 Q1	$31K	Buy	280 +165	+143%	+$21.9K	0.01%	836
2020 Q4	$17K	Buy	+115	New	+$14K	﹤0.01%	808

Other funds holding PTON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's PTON Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of Peloton Interactive (PTON) in Q4 2024, closing a stake of 10,808 shares — an estimated $50.6K sold.

Arkadios Wealth Advisors first reported a position in PTON in Q4 2020 and held it in 6 quarters. The position peaked at $87K in Q2 2021. 437 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

Arkadios Wealth Advisors reported no remaining Peloton Interactive position as of Q4 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,808 Peloton Interactive shares in Q4 2024, an estimated $50.6K.
Arkadios Wealth Advisors first reported a position in Peloton Interactive in Q4 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's Peloton Interactive position peaked at $87K in Q2 2021.
437 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.