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Lineweaver Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Lineweaver 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
2023
Q2 		– Sell
-27,960
Closed -$317K – 132
2023
Q1 		$317K Buy
+27,960
New +$336K 0.1% 103

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Lineweaver Wealth Advisors's PTON Position: Q2 2023 in Review

Lineweaver Wealth Advisors sold out of Peloton Interactive (PTON) in Q2 2023, closing a stake of 27,960 shares — an estimated $317K sold.

Lineweaver Wealth Advisors first reported a position in PTON in Q1 2023 and held it in 1 quarter. The position peaked at $317K in Q1 2023. 404 funds tracked by Wall St. Rank hold PTON as of Q2 2023.

  • Lineweaver Wealth Advisors reported no remaining Peloton Interactive position as of Q2 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 27,960 Peloton Interactive shares in Q2 2023, an estimated $317K.
  • Lineweaver Wealth Advisors first reported a position in Peloton Interactive in Q1 2023 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Peloton Interactive position peaked at $317K in Q1 2023.
  • 404 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.