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Evolution Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-1,000
Closed -$87K – 514
2021
Q3 		$87K Hold
1,000
– – 0.02% 160
2021
Q2 		$124K Hold
1,000
– – 0.03% 152
2021
Q1 		$112K Sell
1,000
-88
-8% -$11.7K 0.03% 145
2020
Q4 		$165K Buy
1,088
+517
+91% +$63K 0.04% 109
2020
Q3 		$57K Buy
+571
New +$42K 0.02% 174

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evolution Wealth Advisors's PTON Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Peloton Interactive (PTON) in Q4 2021, closing a stake of 1,000 shares — an estimated $87K sold.

Evolution Wealth Advisors first reported a position in PTON in Q3 2020 and held it in 5 quarters. The position peaked at $165K in Q4 2020. 575 funds tracked by Wall St. Rank hold PTON as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Peloton Interactive position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,000 Peloton Interactive shares in Q4 2021, an estimated $87K.
  • Evolution Wealth Advisors first reported a position in Peloton Interactive in Q3 2020 and held it in 5 quarters.
  • Evolution Wealth Advisors's Peloton Interactive position peaked at $165K in Q4 2020.
  • 575 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.