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DFPG Investments’s Peloton Interactive PTON Stock Holding History

DFPG Investments’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
Q1 		– Sell
-10,000
Closed -$33K – 173
2019
Q4 		$33K Buy
+10,000
New +$269K 0.02% 159

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Franklin Resources
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Tiger Global Management
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Morgan Stanley
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Vanguard Group
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WCM
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Coatue Management
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GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

DFPG Investments's PTON Position: Q1 2020 in Review

DFPG Investments sold out of Peloton Interactive (PTON) in Q1 2020, closing a stake of 3,000 shares — an estimated $93K sold.

DFPG Investments first reported a position in PTON in Q4 2019 and held it in 1 quarter. The position peaked at $93K in Q4 2019. 245 funds tracked by Wall St. Rank hold PTON as of Q1 2020.

  • DFPG Investments reported no remaining Peloton Interactive position as of Q1 2020 after selling out during the quarter.
  • DFPG Investments sold 3,000 Peloton Interactive shares in Q1 2020, an estimated $93K.
  • DFPG Investments first reported a position in Peloton Interactive in Q4 2019 and held it in 1 quarter.
  • DFPG Investments's Peloton Interactive position peaked at $93K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2020.

Based on DFPG Investments's 13F filing for Q1 2020, filed 17 Apr 2020.