Creative Financial Designs’s Peloton Interactive PTON Stock Holding History

Creative Financial Designs’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
2025 Q1	–	Sell	-45	Closed	-$392	–	2114
2024 Q4	$392	Buy	45 +2	+5%	+$16	﹤0.01%	1743
2024 Q3	$201	Hold	43	–	–	﹤0.01%	1650
2024 Q2	$145	Hold	43	–	–	﹤0.01%	1619
2024 Q1	$184	Hold	43	–	–	﹤0.01%	1630
2023 Q4	$262	Hold	43	–	–	﹤0.01%	1562
2023 Q3	$217	Hold	43	–	–	﹤0.01%	1467
2023 Q2	$331	Hold	43	–	–	﹤0.01%	1426
2023 Q1	$488	Buy	+43	New	+$517	﹤0.01%	1340
2022 Q1	–	Sell	-688	Closed	-$25K	–	1307
2021 Q4	$25K	Hold	688	–	–	﹤0.01%	715
2021 Q3	$60K	Hold	688	–	–	0.01%	568
2021 Q2	$85K	Hold	688	–	–	0.01%	468
2021 Q1	$77K	Buy	+688	New	+$91.3K	0.02%	468
2020 Q4	–	Sell	-250	Closed	-$25K	–	1280
2020 Q3	$25K	Hold	250	–	–	0.01%	617
2020 Q2	$14K	Buy	+250	New	+$10.3K	﹤0.01%	677

Other funds holding PTON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Financial Designs's PTON Position: Q1 2025 in Review

Creative Financial Designs sold out of Peloton Interactive (PTON) in Q1 2025, closing a stake of 45 shares — an estimated $392 sold.

Creative Financial Designs first reported a position in PTON in Q2 2020 and held it in 14 quarters. The position peaked at $85K in Q2 2021. 456 funds tracked by Wall St. Rank hold PTON as of Q1 2025.

Creative Financial Designs reported no remaining Peloton Interactive position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 45 Peloton Interactive shares in Q1 2025, an estimated $392.
Creative Financial Designs first reported a position in Peloton Interactive in Q2 2020 and held it in 14 quarters.
Creative Financial Designs's Peloton Interactive position peaked at $85K in Q2 2021.
456 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.