Atticus Wealth Management’s Peloton Interactive PTON Stock Holding History

Atticus Wealth Management’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 Q2	–	Sell	-430	Closed	-$11K	–	635
2022 Q1	$11K	Hold	430	–	–	﹤0.01%	397
2021 Q4	$15K	Sell	430 -14	-3%	-$855	0.01%	334
2021 Q3	$39K	Sell	444 -15	-3%	-$1.66K	0.02%	263
2021 Q2	$57K	Sell	459 -1,130	-71%	-$120K	0.02%	218
2021 Q1	$179K	Sell	1,589 -175	-10%	-$23.2K	0.09%	115
2020 Q4	$268K	Sell	1,764 -188	-10%	-$22.9K	0.13%	84
2020 Q3	$194K	Buy	1,952 +314	+19%	+$23.1K	0.12%	89
2020 Q2	$95K	Buy	1,638 +1,208	+281%	+$50K	0.06%	135
2020 Q1	$11K	Hold	430	–	–	0.01%	227
2019 Q4	$12K	Buy	+430	New	+$11.6K	0.01%	245

Other funds holding PTON

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atticus Wealth Management's PTON Position: Q2 2022 in Review

Atticus Wealth Management sold out of Peloton Interactive (PTON) in Q2 2022, closing a stake of 430 shares — an estimated $11K sold.

Atticus Wealth Management first reported a position in PTON in Q4 2019 and held it in 10 quarters. The position peaked at $268K in Q4 2020. 483 funds tracked by Wall St. Rank hold PTON as of Q2 2022.

Atticus Wealth Management reported no remaining Peloton Interactive position as of Q2 2022 after selling out during the quarter.
Atticus Wealth Management sold 430 Peloton Interactive shares in Q2 2022, an estimated $11K.
Atticus Wealth Management first reported a position in Peloton Interactive in Q4 2019 and held it in 10 quarters.
Atticus Wealth Management's Peloton Interactive position peaked at $268K in Q4 2020.
483 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2022.

Based on Atticus Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.