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B. Riley Wealth Advisors’s Peloton Interactive PTON Stock Holding History

B. Riley 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
2023
Q1 		– Sell
-10,269
Closed -$81.5K – 1601
2022
Q4 		$81.5K Sell
10,269
-325
-3% -$3.12K ﹤0.01% 1376
2022
Q3 		$74K Buy
+10,594
New +$108K ﹤0.01% 1359
2021
Q1 		– Sell
-6,681
Closed -$1.01M – 1401
2020
Q4 		$1.01M Buy
6,681
+4,248
+175% +$517K 0.05% 324
2020
Q3 		$228K Buy
+2,433
New +$179K 0.01% 802
2020
Q1 		– Sell
-8,900
Closed -$253K – 873
2019
Q4 		$253K Buy
+8,900
New +$240K 0.02% 674

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

B. Riley Wealth Advisors's PTON Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Peloton Interactive (PTON) in Q1 2023, closing a stake of 10,269 shares — an estimated $81.5K sold.

B. Riley Wealth Advisors first reported a position in PTON in Q4 2019 and held it in 5 quarters. The position peaked at $1.01M in Q4 2020. 409 funds tracked by Wall St. Rank hold PTON as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining Peloton Interactive position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,269 Peloton Interactive shares in Q1 2023, an estimated $81.5K.
  • B. Riley Wealth Advisors first reported a position in Peloton Interactive in Q4 2019 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Peloton Interactive position peaked at $1.01M in Q4 2020.
  • 409 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.