GoalVest Advisory’s Peloton Interactive PTON Stock Holding History

GoalVest 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
2021 Q2	$10K	Buy	+84	New	+$8.94K	0.01%	200

Other funds holding PTON

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

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

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

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

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

GoalVest Advisory's PTON Position: Q2 2021 in Review

GoalVest Advisory opened a new position in Peloton Interactive (PTON) in Q2 2021: 84 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings.

678 funds tracked by Wall St. Rank hold PTON as of Q2 2021.

GoalVest Advisory held 84 shares of Peloton Interactive worth $10K as of Q2 2021.
Peloton Interactive was a new GoalVest Advisory position in Q2 2021.
Peloton Interactive made up 0.01% of GoalVest Advisory's portfolio in Q2 2021, its #200 holding.
678 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.