Jamison Private Wealth Management’s Peloton Interactive PTON Stock Holding History

Jamison Private Wealth 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
2024 Q4	–	Sell	-280	Closed	-$1.31K	–	397
2024 Q3	$1.31K	Hold	280	–	–	﹤0.01%	427
2024 Q2	$947	Hold	280	–	–	﹤0.01%	399
2024 Q1	$1.2K	Hold	280	–	–	﹤0.01%	416
2023 Q4	$1.71K	Hold	280	–	–	﹤0.01%	375
2023 Q3	$1.41K	Buy	+280	New	+$1.99K	﹤0.01%	372

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

Jamison Private Wealth Management's PTON Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Peloton Interactive (PTON) in Q4 2024, closing a stake of 280 shares — an estimated $1.31K sold.

Jamison Private Wealth Management first reported a position in PTON in Q3 2023 and held it in 5 quarters. The position peaked at $1.71K in Q4 2023. 437 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

Jamison Private Wealth Management reported no remaining Peloton Interactive position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 280 Peloton Interactive shares in Q4 2024, an estimated $1.31K.
Jamison Private Wealth Management first reported a position in Peloton Interactive in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Peloton Interactive position peaked at $1.71K in Q4 2023.
437 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.