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Evoke Wealth’s Peloton Interactive PTON Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-1,500
Closed -$10K – 945
2022
Q3 		$10K Hold
1,500
– – ﹤0.01% 756
2022
Q2 		$14K Sell
1,500
-42
-3% -$674 ﹤0.01% 722
2022
Q1 		$41K Hold
1,542
– – ﹤0.01% 554
2021
Q4 		$55K Buy
1,542
+1,142
+286% +$69.7K ﹤0.01% 516
2021
Q3 		$34K Hold
400
– – ﹤0.01% 558
2021
Q2 		$50K Sell
400
-82
-17% -$8.73K ﹤0.01% 526
2021
Q1 		$54K Buy
482
+32
+7% +$4.25K ﹤0.01% 445
2020
Q4 		$68K Hold
450
– – ﹤0.01% 341
2020
Q3 		$45K Buy
450
+300
+200% +$22.1K ﹤0.01% 372
2020
Q2 		$9K Buy
+150
New +$6.21K ﹤0.01% 569

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Evoke Wealth's PTON Position: Q4 2022 in Review

Evoke Wealth sold out of Peloton Interactive (PTON) in Q4 2022, closing a stake of 1,500 shares — an estimated $10K sold.

Evoke Wealth first reported a position in PTON in Q2 2020 and held it in 10 quarters. The position peaked at $68K in Q4 2020. 415 funds tracked by Wall St. Rank hold PTON as of Q4 2022.

  • Evoke Wealth reported no remaining Peloton Interactive position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 1,500 Peloton Interactive shares in Q4 2022, an estimated $10K.
  • Evoke Wealth first reported a position in Peloton Interactive in Q2 2020 and held it in 10 quarters.
  • Evoke Wealth's Peloton Interactive position peaked at $68K in Q4 2020.
  • 415 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.