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Bell Investment Advisors’s Peloton Interactive PTON Stock Holding History

Bell Investment 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
Q4 		– Sell
-38
Closed -$192 – 1975
2023
Q3 		$192 Hold
38
– – ﹤0.01% 1900
2023
Q2 		$293 Hold
38
– – ﹤0.01% 1900
2023
Q1 		$431 Hold
38
– – ﹤0.01% 1874
2022
Q4 		$302 Hold
38
– – ﹤0.01% 1924
2022
Q3 		$0 Hold
38
– – ﹤0.01% 1911
2022
Q2 		$0 Buy
+38
New +$610 ﹤0.01% 1810
2021
Q4 		– Sell
-40
Closed -$3K – 1914
2021
Q3 		$3K Buy
+40
New +$4.42K ﹤0.01% 962

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
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

Bell Investment Advisors's PTON Position: Q4 2023 in Review

Bell Investment Advisors sold out of Peloton Interactive (PTON) in Q4 2023, closing a stake of 38 shares — an estimated $192 sold.

Bell Investment Advisors first reported a position in PTON in Q3 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 402 funds tracked by Wall St. Rank hold PTON as of Q4 2023.

  • Bell Investment Advisors reported no remaining Peloton Interactive position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 38 Peloton Interactive shares in Q4 2023, an estimated $192.
  • Bell Investment Advisors first reported a position in Peloton Interactive in Q3 2021 and held it in 7 quarters.
  • Bell Investment Advisors's Peloton Interactive position peaked at $3K in Q3 2021.
  • 402 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.