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Kingsview Wealth Management’s Peloton Interactive PTON Stock Holding History

Kingsview 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
2021
Q3 		– Sell
-6,147
Closed -$751K – 989
2021
Q2 		$751K Sell
6,147
-4,270
-41% -$455K 0.04% 450
2021
Q1 		$1.17M Buy
+10,417
New +$1.38M 0.07% 295

Other funds holding PTON

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kingsview Wealth Management's PTON Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Peloton Interactive (PTON) in Q3 2021, closing a stake of 6,147 shares — an estimated $751K sold.

Kingsview Wealth Management first reported a position in PTON in Q1 2021 and held it in 2 quarters. The position peaked at $1.17M in Q1 2021. 640 funds tracked by Wall St. Rank hold PTON as of Q3 2021.

  • Kingsview Wealth Management reported no remaining Peloton Interactive position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,147 Peloton Interactive shares in Q3 2021, an estimated $751K.
  • Kingsview Wealth Management first reported a position in Peloton Interactive in Q1 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's Peloton Interactive position peaked at $1.17M in Q1 2021.
  • 640 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.