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Comprehensive Financial Management’s Peloton Interactive PTON Stock Holding History

Comprehensive Financial 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
2020
Q2 		– Sell
-25,515
Closed -$677K – 31
2020
Q1 		$677K Buy
+25,515
New +$710K 0.01% 22

Other funds holding PTON

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Comprehensive Financial Management's PTON Position: Q2 2020 in Review

Comprehensive Financial Management sold out of Peloton Interactive (PTON) in Q2 2020, closing a stake of 25,515 shares — an estimated $677K sold.

Comprehensive Financial Management first reported a position in PTON in Q1 2020 and held it in 1 quarter. The position peaked at $677K in Q1 2020. 371 funds tracked by Wall St. Rank hold PTON as of Q2 2020.

  • Comprehensive Financial Management reported no remaining Peloton Interactive position as of Q2 2020 after selling out during the quarter.
  • Comprehensive Financial Management sold 25,515 Peloton Interactive shares in Q2 2020, an estimated $677K.
  • Comprehensive Financial Management first reported a position in Peloton Interactive in Q1 2020 and held it in 1 quarter.
  • Comprehensive Financial Management's Peloton Interactive position peaked at $677K in Q1 2020.
  • 371 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2020.

Based on Comprehensive Financial Management's 13F filing for Q2 2020, filed 13 Aug 2020.