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Formidable Asset Management’s Peloton Interactive PTON Stock Holding History

Formidable Asset 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
2020
Q3 		– Sell
-3,500
Closed -$221K – 286
2020
Q2 		$221K Buy
+3,500
New +$145K 0.07% 220

Other funds holding PTON

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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Formidable Asset Management's PTON Position: Q3 2020 in Review

Formidable Asset Management sold out of Peloton Interactive (PTON) in Q3 2020, closing a stake of 3,500 shares — an estimated $221K sold.

Formidable Asset Management first reported a position in PTON in Q2 2020 and held it in 1 quarter. The position peaked at $221K in Q2 2020. 535 funds tracked by Wall St. Rank hold PTON as of Q3 2020.

  • Formidable Asset Management reported no remaining Peloton Interactive position as of Q3 2020 after selling out during the quarter.
  • Formidable Asset Management sold 3,500 Peloton Interactive shares in Q3 2020, an estimated $221K.
  • Formidable Asset Management first reported a position in Peloton Interactive in Q2 2020 and held it in 1 quarter.
  • Formidable Asset Management's Peloton Interactive position peaked at $221K in Q2 2020.
  • 535 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2020.

Based on Formidable Asset Management's 13F filing for Q3 2020, filed 13 Nov 2020.