IndexIQ Advisors’s Peloton Interactive PTON Stock Holding History

IndexIQ 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
2022 Q1	$2.95M	Buy	111,727 +110,980	+14,857%	+$3.18M	0.1%	204
2021 Q4	$27K	Buy	747 +402	+117%	+$24.5K	﹤0.01%	1154
2021 Q3	$30K	Buy	345 +40	+13%	+$4.42K	﹤0.01%	1129
2021 Q2	$38K	Sell	305 -20	-6%	-$2.13K	﹤0.01%	1092
2021 Q1	$37K	Buy	+325	New	+$43.1K	﹤0.01%	1083

Other funds holding PTON

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

IndexIQ Advisors's PTON Position: Q1 2022 in Review

IndexIQ Advisors increased its Peloton Interactive (PTON) stake by 14,857% in Q1 2022, buying an estimated $3.18M and bringing the position to 111,727 shares worth $2.95M. The position accounts for 0.1% of the portfolio, ranked #204.

IndexIQ Advisors first reported a position in PTON in Q1 2021 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

IndexIQ Advisors held 111,727 shares of Peloton Interactive worth $2.95M as of Q1 2022.
IndexIQ Advisors bought 110,980 Peloton Interactive shares in Q1 2022, an estimated $3.18M.
Peloton Interactive made up 0.1% of IndexIQ Advisors's portfolio in Q1 2022, its #204 holding.
IndexIQ Advisors first reported a position in Peloton Interactive in Q1 2021 and has held it in 5 quarters since.
501 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.