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FSB Premier Wealth Management’s Peloton Interactive PTON Stock Holding History

FSB Premier 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
-69
Closed -$2K – 412
2021
Q4 		$2K Buy
+69
New +$4.21K ﹤0.01% 497

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Morgan Stanley
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Capital World Investors
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DIG
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Coatue Management
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Bank of New York Mellon
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State Street
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FSB Premier Wealth Management's PTON Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 69 shares — an estimated $2K sold.

FSB Premier Wealth Management first reported a position in PTON in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 501 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 69 Peloton Interactive shares in Q1 2022, an estimated $2K.
  • FSB Premier Wealth Management first reported a position in Peloton Interactive in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Peloton Interactive position peaked at $2K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

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