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Legacy Wealth Partners (California)’s Peloton Interactive PTON Stock Holding History

Legacy Wealth Partners (California)’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
Q4 		– Sell
-8,455
Closed -$839K – 100
2020
Q3 		$839K Buy
+8,455
New +$622K 0.59% 35

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Tiger Global Management
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Fidelity Investments
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Coatue Management
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WRCM
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Legacy Wealth Partners (California)'s PTON Position: Q4 2020 in Review

Legacy Wealth Partners (California) sold out of Peloton Interactive (PTON) in Q4 2020, closing a stake of 8,455 shares — an estimated $839K sold.

Legacy Wealth Partners (California) first reported a position in PTON in Q3 2020 and held it in 1 quarter. The position peaked at $839K in Q3 2020. 688 funds tracked by Wall St. Rank hold PTON as of Q4 2020.

  • Legacy Wealth Partners (California) reported no remaining Peloton Interactive position as of Q4 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 8,455 Peloton Interactive shares in Q4 2020, an estimated $839K.
  • Legacy Wealth Partners (California) first reported a position in Peloton Interactive in Q3 2020 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s Peloton Interactive position peaked at $839K in Q3 2020.
  • 688 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q4 2020, filed 12 Feb 2021.