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M Holdings Securities’s Peloton Interactive PTON Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-2,019
Closed -$227K – 410
2021
Q1 		$227K Buy
+2,019
New +$268K 0.02% 445

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

M Holdings Securities's PTON Position: Q2 2021 in Review

M Holdings Securities sold out of Peloton Interactive (PTON) in Q2 2021, closing a stake of 2,019 shares — an estimated $227K sold.

M Holdings Securities first reported a position in PTON in Q1 2021 and held it in 1 quarter. The position peaked at $227K in Q1 2021. 678 funds tracked by Wall St. Rank hold PTON as of Q2 2021.

  • M Holdings Securities reported no remaining Peloton Interactive position as of Q2 2021 after selling out during the quarter.
  • M Holdings Securities sold 2,019 Peloton Interactive shares in Q2 2021, an estimated $227K.
  • M Holdings Securities first reported a position in Peloton Interactive in Q1 2021 and held it in 1 quarter.
  • M Holdings Securities's Peloton Interactive position peaked at $227K in Q1 2021.
  • 678 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.