FSC Wealth Advisors’s Peloton Interactive PTON Stock Holding History

FSC 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
2024 Q4	–	Sell	-800	Closed	-$136	–	320
2024 Q3	$136	Buy	+800	New	+$3.14K	﹤0.01%	285

Other funds holding PTON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FSC Wealth Advisors's PTON Position: Q4 2024 in Review

FSC Wealth Advisors sold out of Peloton Interactive (PTON) in Q4 2024, closing a stake of 800 shares — an estimated $136 sold.

FSC Wealth Advisors first reported a position in PTON in Q3 2024 and held it in 1 quarter. The position peaked at $136 in Q3 2024. 437 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

FSC Wealth Advisors reported no remaining Peloton Interactive position as of Q4 2024 after selling out during the quarter.
FSC Wealth Advisors sold 800 Peloton Interactive shares in Q4 2024, an estimated $136.
FSC Wealth Advisors first reported a position in Peloton Interactive in Q3 2024 and held it in 1 quarter.
FSC Wealth Advisors's Peloton Interactive position peaked at $136 in Q3 2024.
437 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on FSC Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.