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Dynamic Advisor Solutions’s Peloton Interactive PTON Stock Holding History

Dynamic Advisor Solutions’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
-12,500
Closed -$33K – 571
2019
Q4 		$33K Buy
+12,500
New +$337K ﹤0.01% 550

Other funds holding PTON

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dynamic Advisor Solutions's PTON Position: Q3 2021 in Review

Dynamic Advisor Solutions sold out of Peloton Interactive (PTON) in Q3 2021, closing a stake of 2,171 shares — an estimated $269K sold.

Dynamic Advisor Solutions first reported a position in PTON in Q4 2019 and held it in 2 quarters. The position peaked at $269K in Q2 2021. 640 funds tracked by Wall St. Rank hold PTON as of Q3 2021.

  • Dynamic Advisor Solutions reported no remaining Peloton Interactive position as of Q3 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,171 Peloton Interactive shares in Q3 2021, an estimated $269K.
  • Dynamic Advisor Solutions first reported a position in Peloton Interactive in Q4 2019 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Peloton Interactive position peaked at $269K in Q2 2021.
  • 640 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2021, filed 28 Oct 2021.