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Edge Wealth Management’s Peloton Interactive PTON Stock Holding History

Edge Wealth Management’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
2022
Q1 		– Sell
-60
Closed -$2K – 367
2021
Q4 		$2K Hold
60
– – ﹤0.01% 435
2021
Q3 		$5K Hold
60
– – ﹤0.01% 349
2021
Q2 		$7K Hold
60
– – ﹤0.01% 328
2021
Q1 		$7K Sell
60
-50
-45% -$6.63K ﹤0.01% 317
2020
Q4 		$17K Sell
110
-62
-36% -$7.55K ﹤0.01% 256
2020
Q3 		$17K Sell
172
-665
-79% -$48.9K ﹤0.01% 278
2020
Q2 		$48K Buy
837
+787
+1,574% +$32.6K 0.01% 278
2020
Q1 		$1K Buy
+50
New +$1.39K ﹤0.01% 590

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edge Wealth Management's PTON Position: Q1 2022 in Review

Edge Wealth Management sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 60 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in PTON in Q1 2020 and held it in 8 quarters. The position peaked at $48K in Q2 2020. 501 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

  • Edge Wealth Management reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 60 Peloton Interactive shares in Q1 2022, an estimated $2K.
  • Edge Wealth Management first reported a position in Peloton Interactive in Q1 2020 and held it in 8 quarters.
  • Edge Wealth Management's Peloton Interactive position peaked at $48K in Q2 2020.
  • 501 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.