BFA
PTON icon

BBJS Financial Advisors’s Peloton Interactive PTON Stock Holding History

BBJS 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
2024
Q2 		– Sell
-300
Closed -$1.29K – 178
2024
Q1 		$1.29K Hold
300
– – ﹤0.01% 127
2023
Q4 		$1.83K Buy
300
+280
+1,400% +$1.51K ﹤0.01% 117
2023
Q3 		$101 Hold
20
– – ﹤0.01% 124
2023
Q2 		$154 Hold
20
– – ﹤0.01% 121
2023
Q1 		$227 Hold
20
– – ﹤0.01% 125
2022
Q4 		$159 Buy
+20
New +$192 ﹤0.01% 134

Other funds holding PTON

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BBJS Financial Advisors's PTON Position: Q2 2024 in Review

BBJS Financial Advisors sold out of Peloton Interactive (PTON) in Q2 2024, closing a stake of 300 shares — an estimated $1.29K sold.

BBJS Financial Advisors first reported a position in PTON in Q4 2022 and held it in 6 quarters. The position peaked at $1.83K in Q4 2023. 386 funds tracked by Wall St. Rank hold PTON as of Q2 2024.

  • BBJS Financial Advisors reported no remaining Peloton Interactive position as of Q2 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 300 Peloton Interactive shares in Q2 2024, an estimated $1.29K.
  • BBJS Financial Advisors first reported a position in Peloton Interactive in Q4 2022 and held it in 6 quarters.
  • BBJS Financial Advisors's Peloton Interactive position peaked at $1.83K in Q4 2023.
  • 386 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2024.

Based on BBJS Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.