Crewe Advisors’s Peloton Interactive PTON Stock Holding History

Crewe 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
2023 Q3	–	Sell	-10	Closed	-$77	–	850
2023 Q2	$77	Hold	10	–	–	﹤0.01%	865
2023 Q1	$114	Buy	+10	New	+$120	﹤0.01%	804
2022 Q4	–	Sell	-21,205	Closed	-$147K	–	1205
2022 Q3	$147K	Hold	21,205	–	–	0.03%	180
2022 Q2	$195K	Hold	21,205	–	–	0.04%	133
2022 Q1	$560K	Buy	+21,205	New	+$608K	0.11%	49
2020 Q4	–	Sell	-13	Closed	-$1K	–	604
2020 Q3	$1K	Buy	+13	New	+$956	﹤0.01%	603

Other funds holding PTON

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Crewe Advisors's PTON Position: Q3 2023 in Review

Crewe Advisors sold out of Peloton Interactive (PTON) in Q3 2023, closing a stake of 10 shares — an estimated $77 sold.

Crewe Advisors first reported a position in PTON in Q3 2020 and held it in 6 quarters. The position peaked at $560K in Q1 2022. 392 funds tracked by Wall St. Rank hold PTON as of Q3 2023.

Crewe Advisors reported no remaining Peloton Interactive position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 10 Peloton Interactive shares in Q3 2023, an estimated $77.
Crewe Advisors first reported a position in Peloton Interactive in Q3 2020 and held it in 6 quarters.
Crewe Advisors's Peloton Interactive position peaked at $560K in Q1 2022.
392 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.