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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
Q1 		– Sell
-1
Closed -$5K – 232
2020
Q4 		$5K Buy
+1
New +$122 ﹤0.01% 181

Other funds holding PTON

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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.