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Black Diamond Financial’s Peloton Interactive PTON Stock Holding History

Black Diamond Financial’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
2020
Q4 		– Sell
-2,166
Closed -$215K – 83
2020
Q3 		$215K Buy
+2,166
New +$159K 0.12% 69

Other funds holding PTON

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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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Black Diamond Financial's PTON Position: Q4 2020 in Review

Black Diamond Financial sold out of Peloton Interactive (PTON) in Q4 2020, closing a stake of 2,166 shares — an estimated $215K sold.

Black Diamond Financial first reported a position in PTON in Q3 2020 and held it in 1 quarter. The position peaked at $215K in Q3 2020. 688 funds tracked by Wall St. Rank hold PTON as of Q4 2020.

  • Black Diamond Financial reported no remaining Peloton Interactive position as of Q4 2020 after selling out during the quarter.
  • Black Diamond Financial sold 2,166 Peloton Interactive shares in Q4 2020, an estimated $215K.
  • Black Diamond Financial first reported a position in Peloton Interactive in Q3 2020 and held it in 1 quarter.
  • Black Diamond Financial's Peloton Interactive position peaked at $215K in Q3 2020.
  • 688 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2020.

Based on Black Diamond Financial's 13F filing for Q4 2020, filed 27 Jan 2021.