BBPWM
PTON icon

Blue Bell Private Wealth Management’s Peloton Interactive PTON Stock Holding History

Blue Bell Private 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
2022
Q1 		– Sell
-100
Closed -$4K – 914
2021
Q4 		$4K Buy
+100
New +$6.11K ﹤0.01% 572

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blue Bell Private Wealth Management's PTON Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 100 shares — an estimated $4K sold.

Blue Bell Private Wealth Management first reported a position in PTON in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 503 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

  • Blue Bell Private Wealth Management reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 100 Peloton Interactive shares in Q1 2022, an estimated $4K.
  • Blue Bell Private Wealth Management first reported a position in Peloton Interactive in Q4 2021 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Peloton Interactive position peaked at $4K in Q4 2021.
  • 503 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.