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Hoover Financial Advisors’s Peloton Interactive PTON Stock Holding History

Hoover Financial Advisors’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 		$87K Hold
703
– – 0.02% 219
2021
Q1 		$64K Sell
703
-1,280
-65% -$170K 0.01% 244
2020
Q4 		$328K Buy
+1,983
New +$242K 0.08% 72

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Hoover Financial Advisors's PTON Position: Q2 2021 in Review

Hoover Financial Advisors held its Peloton Interactive (PTON) position steady in Q2 2021 at 703 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #219.

Hoover Financial Advisors first reported a position in PTON in Q4 2020 and has held it in 3 quarters since. The position peaked at $328K in Q4 2020. 679 funds tracked by Wall St. Rank hold PTON as of Q2 2021.

  • Hoover Financial Advisors held 703 shares of Peloton Interactive worth $87K as of Q2 2021.
  • Hoover Financial Advisors left its Peloton Interactive share count unchanged in Q2 2021.
  • Peloton Interactive made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #219 holding.
  • Hoover Financial Advisors first reported a position in Peloton Interactive in Q4 2020 and has held it in 3 quarters since.
  • Hoover Financial Advisors's Peloton Interactive position peaked at $328K in Q4 2020.
  • 679 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.