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Destiny Wealth Partners’s Peloton Interactive PTON Stock Holding History

Destiny Wealth Partners’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
-222
Closed -$1.76K – 522
2022
Q4 		$1.76K Buy
222
+122
+122% +$1.17K ﹤0.01% 626
2022
Q3 		$1K Sell
100
-100
-50% -$1.02K ﹤0.01% 560
2022
Q2 		$2K Hold
200
– – ﹤0.01% 570
2022
Q1 		$5K Sell
200
-196
-49% -$5.62K ﹤0.01% 467
2021
Q4 		$14K Hold
396
– – ﹤0.01% 419
2021
Q3 		$34K Buy
+396
New +$43.8K 0.01% 336
2021
Q2 		– Sell
-396
Closed -$45K – 421
2021
Q1 		$45K Hold
396
– – 0.01% 283
2020
Q4 		$60K Buy
+396
New +$48.2K 0.01% 270

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

Destiny Wealth Partners's PTON Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Peloton Interactive (PTON) in Q1 2023, closing a stake of 222 shares — an estimated $1.76K sold.

Destiny Wealth Partners first reported a position in PTON in Q4 2020 and held it in 8 quarters. The position peaked at $60K in Q4 2020. 409 funds tracked by Wall St. Rank hold PTON as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Peloton Interactive position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 222 Peloton Interactive shares in Q1 2023, an estimated $1.76K.
  • Destiny Wealth Partners first reported a position in Peloton Interactive in Q4 2020 and held it in 8 quarters.
  • Destiny Wealth Partners's Peloton Interactive position peaked at $60K in Q4 2020.
  • 409 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.