Gerber Kawasaki Wealth & Investment Management’s Peloton Interactive PTON Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021 Q4	–	Sell	-58	Closed	-$58K	–	879
2021 Q3	$58K	Sell	58 -6,175	-99%	-$683K	0.01%	304
2021 Q2	$773K	Sell	6,233 -9,908	-61%	-$1.05M	0.08%	116
2021 Q1	$1.81M	Sell	16,141 -6,404	-28%	-$850K	0.22%	71
2020 Q4	$3.42M	Buy	22,545 +5,044	+29%	+$614K	0.47%	40
2020 Q3	$1.74M	Buy	+17,501	New	+$1.29M	0.37%	49

Other funds holding PTON

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PTON Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Peloton Interactive (PTON) in Q4 2021, closing a stake of 58 shares — an estimated $58K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PTON in Q3 2020 and held it in 5 quarters. The position peaked at $3.42M in Q4 2020. 576 funds tracked by Wall St. Rank hold PTON as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Peloton Interactive position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 58 Peloton Interactive shares in Q4 2021, an estimated $58K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Peloton Interactive in Q3 2020 and held it in 5 quarters.
Gerber Kawasaki Wealth & Investment Management's Peloton Interactive position peaked at $3.42M in Q4 2020.
576 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.