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Birchcreek Wealth Management’s Peloton Interactive PTON Stock Holding History

Birchcreek Wealth Management’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
-350
Closed -$53K – 243
2020
Q4 		$53K Buy
+350
New +$42.6K 0.05% 212

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Birchcreek Wealth Management's PTON Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Peloton Interactive (PTON) in Q1 2021, closing a stake of 350 shares — an estimated $53K sold.

Birchcreek Wealth Management first reported a position in PTON in Q4 2020 and held it in 1 quarter. The position peaked at $53K in Q4 2020. 684 funds tracked by Wall St. Rank hold PTON as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Peloton Interactive position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 350 Peloton Interactive shares in Q1 2021, an estimated $53K.
  • Birchcreek Wealth Management first reported a position in Peloton Interactive in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Peloton Interactive position peaked at $53K in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.