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Coppell Advisory Solutions Corp’s Peloton Interactive PTON Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-537
Closed -$4.26K – 848
2022
Q4 		$4.26K Buy
+537
New +$5.15K ﹤0.01% 743

Other funds holding PTON

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Coppell Advisory Solutions Corp's PTON Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Peloton Interactive (PTON) in Q1 2023, closing a stake of 537 shares — an estimated $4.26K sold.

Coppell Advisory Solutions Corp first reported a position in PTON in Q4 2022 and held it in 1 quarter. The position peaked at $4.26K in Q4 2022. 409 funds tracked by Wall St. Rank hold PTON as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Peloton Interactive position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 537 Peloton Interactive shares in Q1 2023, an estimated $4.26K.
  • Coppell Advisory Solutions Corp first reported a position in Peloton Interactive in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Peloton Interactive position peaked at $4.26K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.