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Future Financial Wealth Management’s Peloton Interactive PTON Stock Holding History

Future Financial 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
2024
Q4 		– Sell
-5,000
Closed -$23.4K – 463
2024
Q3 		$23.4K Buy
+5,000
New +$19.6K 0.02% 318
2024
Q2 		– Sell
-200
Closed -$857 – 362
2024
Q1 		$857 Buy
+200
New +$988 ﹤0.01% 475
2022
Q2 		– Sell
-250
Closed -$7K – 379
2022
Q1 		$7K Sell
250
-50
-17% -$1.43K 0.01% 453
2021
Q4 		$11K Buy
+300
New +$18.3K 0.01% 424

Other funds holding PTON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Future Financial Wealth Management's PTON Position: Q4 2024 in Review

Future Financial Wealth Management sold out of Peloton Interactive (PTON) in Q4 2024, closing a stake of 5,000 shares — an estimated $23.4K sold.

Future Financial Wealth Management first reported a position in PTON in Q4 2021 and held it in 4 quarters. The position peaked at $23.4K in Q3 2024. 437 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

  • Future Financial Wealth Management reported no remaining Peloton Interactive position as of Q4 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 5,000 Peloton Interactive shares in Q4 2024, an estimated $23.4K.
  • Future Financial Wealth Management first reported a position in Peloton Interactive in Q4 2021 and held it in 4 quarters.
  • Future Financial Wealth Management's Peloton Interactive position peaked at $23.4K in Q3 2024.
  • 437 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.