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Authentikos Wealth Advisory’s Peloton Interactive PTON Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-35
Closed -$177 – 456
2023
Q3 		$177 Buy
+35
New +$249 ﹤0.01% 622

Other funds holding PTON

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Authentikos Wealth Advisory's PTON Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Peloton Interactive (PTON) in Q4 2023, closing a stake of 35 shares — an estimated $177 sold.

Authentikos Wealth Advisory first reported a position in PTON in Q3 2023 and held it in 1 quarter. The position peaked at $177 in Q3 2023. 402 funds tracked by Wall St. Rank hold PTON as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Peloton Interactive position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 35 Peloton Interactive shares in Q4 2023, an estimated $177.
  • Authentikos Wealth Advisory first reported a position in Peloton Interactive in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Peloton Interactive position peaked at $177 in Q3 2023.
  • 402 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.