CWMU
PTON icon

Caliber Wealth Management (Utah)’s Peloton Interactive PTON Stock Holding History

Caliber Wealth Management (Utah)’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
-1,478
Closed -$224K – 76
2020
Q4 		$224K Buy
+1,478
New +$180K 0.22% 67

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Caliber Wealth Management (Utah)'s PTON Position: Q1 2021 in Review

Caliber Wealth Management (Utah) sold out of Peloton Interactive (PTON) in Q1 2021, closing a stake of 1,478 shares — an estimated $224K sold.

Caliber Wealth Management (Utah) first reported a position in PTON in Q4 2020 and held it in 1 quarter. The position peaked at $224K in Q4 2020. 684 funds tracked by Wall St. Rank hold PTON as of Q1 2021.

  • Caliber Wealth Management (Utah) reported no remaining Peloton Interactive position as of Q1 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 1,478 Peloton Interactive shares in Q1 2021, an estimated $224K.
  • Caliber Wealth Management (Utah) first reported a position in Peloton Interactive in Q4 2020 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Peloton Interactive position peaked at $224K in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2021, filed 26 Apr 2021.