BDO Wealth Advisors’s Peloton Interactive PTON Stock Holding History

BDO 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 Q2	$3.85K	Hold	500	–	–	﹤0.01%	802
2023 Q1	$5.67K	Hold	500	–	–	﹤0.01%	781
2022 Q4	$3.97K	Sell	500 -95	-16%	-$911	﹤0.01%	794
2022 Q3	$4K	Buy	595 +250	+72%	+$2.54K	﹤0.01%	853
2022 Q2	$3K	Buy	345 +50	+17%	+$802	﹤0.01%	861
2022 Q1	$8K	Sell	295 -600	-67%	-$17.2K	﹤0.01%	766
2021 Q4	$32K	Sell	895 -390	-30%	-$23.8K	﹤0.01%	533
2021 Q3	$112K	Buy	1,285 +148	+13%	+$16.4K	0.01%	343
2021 Q2	$141K	Sell	1,137 -358	-24%	-$38.1K	0.02%	339
2021 Q1	$168K	Sell	1,495 -40,913	-96%	-$5.43M	0.02%	309
2020 Q4	$6.43M	Buy	42,408 +175	+0.4%	+$21.3K	0.91%	27
2020 Q3	$4.19M	Buy	+42,233	New	+$3.11M	0.68%	31

Other funds holding PTON

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

BDO Wealth Advisors's PTON Position: Q2 2023 in Review

BDO Wealth Advisors held its Peloton Interactive (PTON) position steady in Q2 2023 at 500 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

BDO Wealth Advisors first reported a position in PTON in Q3 2020 and has held it in 12 quarters since. The position peaked at $6.43M in Q4 2020. 404 funds tracked by Wall St. Rank hold PTON as of Q2 2023.

BDO Wealth Advisors held 500 shares of Peloton Interactive worth $3.85K as of Q2 2023.
BDO Wealth Advisors left its Peloton Interactive share count unchanged in Q2 2023.
Peloton Interactive made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #802 holding.
BDO Wealth Advisors first reported a position in Peloton Interactive in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Peloton Interactive position peaked at $6.43M in Q4 2020.
404 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.