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Legacy Financial Advisors’s Peloton Interactive PTON Stock Holding History

Legacy Financial 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
2024
Q2 		– Sell
-10,370
Closed -$44.4K – 352
2024
Q1 		$44.4K Hold
10,370
– – 0.01% 323
2023
Q4 		$63.2K Hold
10,370
– – 0.01% 298
2023
Q3 		$52.4K Hold
10,370
– – 0.01% 264
2023
Q2 		$79.7K Hold
10,370
– – 0.01% 261
2023
Q1 		$118K Hold
10,370
– – 0.02% 245
2022
Q4 		$82.3K Hold
10,370
– – 0.02% 241
2022
Q3 		$72K Hold
10,370
– – 0.02% 220
2022
Q2 		$95K Hold
10,370
– – 0.02% 217
2022
Q1 		$274K Buy
+10,370
New +$297K 0.06% 180

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 $5.72T AUM 30.48% 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

Legacy Financial Advisors's PTON Position: Q2 2024 in Review

Legacy Financial Advisors sold out of Peloton Interactive (PTON) in Q2 2024, closing a stake of 10,370 shares — an estimated $44.4K sold.

Legacy Financial Advisors first reported a position in PTON in Q1 2022 and held it in 9 quarters. The position peaked at $274K in Q1 2022. 386 funds tracked by Wall St. Rank hold PTON as of Q2 2024.

  • Legacy Financial Advisors reported no remaining Peloton Interactive position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 10,370 Peloton Interactive shares in Q2 2024, an estimated $44.4K.
  • Legacy Financial Advisors first reported a position in Peloton Interactive in Q1 2022 and held it in 9 quarters.
  • Legacy Financial Advisors's Peloton Interactive position peaked at $274K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2024.

Based on Legacy Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.