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Lenox Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Lenox Wealth 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
2022
Q1 		– Sell
-13
Closed – – 946
2021
Q4 		$0 Buy
+13
New +$794 ﹤0.01% 997
2020
Q3 		– Sell
-80
Closed -$5K – 631
2020
Q2 		$5K Buy
+80
New +$3.31K ﹤0.01% 436

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lenox Wealth Advisors's PTON Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 13 shares.

Lenox Wealth Advisors first reported a position in PTON in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 501 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 13 Peloton Interactive shares in Q1 2022.
  • Lenox Wealth Advisors first reported a position in Peloton Interactive in Q2 2020 and held it in 2 quarters.
  • Lenox Wealth Advisors's Peloton Interactive position peaked at $5K in Q2 2020.
  • 501 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.