BWFA
PTON icon

Baltimore-Washington Financial Advisors’s Peloton Interactive PTON Stock Holding History

Baltimore-Washington Financial 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
2021
Q1 		– Sell
-1,420
Closed -$215K – 126
2020
Q4 		$215K Buy
+1,420
New +$173K 0.02% 118

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Baltimore-Washington Financial Advisors's PTON Position: Q1 2021 in Review

Baltimore-Washington Financial Advisors sold out of Peloton Interactive (PTON) in Q1 2021, closing a stake of 1,420 shares — an estimated $215K sold.

Baltimore-Washington Financial Advisors first reported a position in PTON in Q4 2020 and held it in 1 quarter. The position peaked at $215K in Q4 2020. 684 funds tracked by Wall St. Rank hold PTON as of Q1 2021.

  • Baltimore-Washington Financial Advisors reported no remaining Peloton Interactive position as of Q1 2021 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,420 Peloton Interactive shares in Q1 2021, an estimated $215K.
  • Baltimore-Washington Financial Advisors first reported a position in Peloton Interactive in Q4 2020 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Peloton Interactive position peaked at $215K in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2021.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2021, filed 6 May 2021.