GWMIA
PTON icon

Global Wealth Management Investment Advisory’s Peloton Interactive PTON Stock Holding History

Global Wealth Management Investment Advisory’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
2023
Q4 		– Sell
-50
Closed -$253 – 497
2023
Q3 		$253 Hold
50
– – ﹤0.01% 455
2023
Q2 		$385 Buy
+50
New +$425 ﹤0.01% 447
2022
Q3 		– Sell
-100
Closed -$1K – 386
2022
Q2 		$1K Buy
100
+20
+25% +$321 ﹤0.01% 473
2022
Q1 		$2K Buy
80
+40
+100% +$1.15K ﹤0.01% 427
2021
Q4 		$1K Sell
40
-14
-26% -$855 ﹤0.01% 432
2021
Q3 		$5K Buy
54
+34
+170% +$3.76K ﹤0.01% 360
2021
Q2 		$2K Sell
20
-1
-5% -$106 ﹤0.01% 401
2021
Q1 		$2K Sell
21
-10
-32% -$1.33K ﹤0.01% 418
2020
Q4 		$5K Buy
31
+3
+11% +$365 ﹤0.01% 334
2020
Q3 		$3K Sell
28
-58
-67% -$4.27K ﹤0.01% 368
2020
Q2 		$5K Sell
86
-414
-83% -$17.1K ﹤0.01% 430
2020
Q1 		$13K Hold
500
– – 0.01% 306
2019
Q4 		$14K Buy
+500
New +$13.5K 0.01% 308

Other funds holding PTON

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dragoneer Investment Group
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Patient Capital Management
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Global Wealth Management Investment Advisory's PTON Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Peloton Interactive (PTON) in Q4 2023, closing a stake of 50 shares — an estimated $253 sold.

Global Wealth Management Investment Advisory first reported a position in PTON in Q4 2019 and held it in 13 quarters. The position peaked at $14K in Q4 2019. 402 funds tracked by Wall St. Rank hold PTON as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining Peloton Interactive position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 50 Peloton Interactive shares in Q4 2023, an estimated $253.
  • Global Wealth Management Investment Advisory first reported a position in Peloton Interactive in Q4 2019 and held it in 13 quarters.
  • Global Wealth Management Investment Advisory's Peloton Interactive position peaked at $14K in Q4 2019.
  • 402 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.