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Institutional & Family Asset Management’s Peloton Interactive PTON Stock Holding History

Institutional & Family Asset Management’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
2020
Q2 		– Sell
-5,000
Closed -$1K – 894
2020
Q1 		$1K Buy
+5,000
New +$139K ﹤0.01% 765

Other funds holding PTON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's PTON Position: Q2 2024 in Review

Institutional & Family Asset Management held its Peloton Interactive (PTON) position steady in Q2 2024 at 390 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Institutional & Family Asset Management first reported a position in PTON in Q1 2020 and has held it in 11 quarters since. The position peaked at $16.4K in Q3 2023. 387 funds tracked by Wall St. Rank hold PTON as of Q2 2024.

  • Institutional & Family Asset Management held 390 shares of Peloton Interactive worth $1.32K as of Q2 2024.
  • Institutional & Family Asset Management left its Peloton Interactive share count unchanged in Q2 2024.
  • Peloton Interactive made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #608 holding.
  • Institutional & Family Asset Management first reported a position in Peloton Interactive in Q1 2020 and has held it in 11 quarters since.
  • Institutional & Family Asset Management's Peloton Interactive position peaked at $16.4K in Q3 2023.
  • 387 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.