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Brendel Financial Advisors’s Peloton Interactive PTON Stock Holding History

Brendel Financial 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
2021
Q3 		– Sell
-24,148
Closed -$3M – 232
2021
Q2 		$3M Buy
+24,148
New +$2.57M 1.65% 18

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brendel Financial Advisors's PTON Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Peloton Interactive (PTON) in Q3 2021, closing a stake of 24,148 shares — an estimated $3M sold.

Brendel Financial Advisors first reported a position in PTON in Q2 2021 and held it in 1 quarter. The position peaked at $3M in Q2 2021. 641 funds tracked by Wall St. Rank hold PTON as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Peloton Interactive position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 24,148 Peloton Interactive shares in Q3 2021, an estimated $3M.
  • Brendel Financial Advisors first reported a position in Peloton Interactive in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Peloton Interactive position peaked at $3M in Q2 2021.
  • 641 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.