Atwood & Palmer’s Peloton Interactive PTON Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-300	Closed	-$3K	–	395
2022 Q2	$3K	Hold	300	–	–	﹤0.01%	372
2022 Q1	$8K	Hold	300	–	–	﹤0.01%	382
2021 Q4	$11K	Hold	300	–	–	﹤0.01%	368
2021 Q3	$26K	Hold	300	–	–	﹤0.01%	283
2021 Q2	$37K	Hold	300	–	–	﹤0.01%	242
2021 Q1	$34K	Buy	+300	New	+$39.8K	﹤0.01%	246

Other funds holding PTON

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

DCP

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Atwood & Palmer's PTON Position: Q3 2022 in Review

Atwood & Palmer sold out of Peloton Interactive (PTON) in Q3 2022, closing a stake of 300 shares — an estimated $3K sold.

Atwood & Palmer first reported a position in PTON in Q1 2021 and held it in 6 quarters. The position peaked at $37K in Q2 2021. 439 funds tracked by Wall St. Rank hold PTON as of Q3 2022.

Atwood & Palmer reported no remaining Peloton Interactive position as of Q3 2022 after selling out during the quarter.
Atwood & Palmer sold 300 Peloton Interactive shares in Q3 2022, an estimated $3K.
Atwood & Palmer first reported a position in Peloton Interactive in Q1 2021 and held it in 6 quarters.
Atwood & Palmer's Peloton Interactive position peaked at $37K in Q2 2021.
439 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2022.

Based on Atwood & Palmer's 13F filing for Q3 2022, filed 12 Oct 2022.