Householder Group Estate & Retirement Specialist’s Peloton Interactive PTON Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-375	Closed	-$1K	–	1019
2024 Q3	$1K	Hold	375	–	–	﹤0.01%	1116
2024 Q2	$1K	Hold	375	–	–	﹤0.01%	1152
2024 Q1	$1.61K	Hold	375	–	–	﹤0.01%	1075
2023 Q4	$2K	Hold	375	–	–	﹤0.01%	1010
2023 Q3	$1.89K	Buy	+375	New	+$2.67K	﹤0.01%	1080
2023 Q1	$4K	Hold	375	–	–	﹤0.01%	1002
2022 Q4	$2K	Hold	375	–	–	﹤0.01%	317
2022 Q3	$2K	Buy	+375	New	+$3.81K	﹤0.01%	972

Other funds holding PTON

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PTON Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Peloton Interactive (PTON) in Q4 2024, closing a stake of 375 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in PTON in Q3 2022 and held it in 8 quarters. The position peaked at $4K in Q1 2023. 438 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Peloton Interactive position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 375 Peloton Interactive shares in Q4 2024, an estimated $1K.
Householder Group Estate & Retirement Specialist first reported a position in Peloton Interactive in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's Peloton Interactive position peaked at $4K in Q1 2023.
438 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.