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Meridian Wealth Management’s Peloton Interactive PTON Stock Holding History

Meridian Wealth Management’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
Q3 		– Sell
-2,376
Closed -$295K – 403
2021
Q2 		$295K Sell
2,376
-542
-19% -$57.7K 0.04% 302
2021
Q1 		$328K Buy
2,918
+210
+8% +$27.9K 0.05% 270
2020
Q4 		$410K Buy
+2,708
New +$330K 0.07% 218

Other funds holding PTON

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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 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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Meridian Wealth Management's PTON Position: Q3 2021 in Review

Meridian Wealth Management sold out of Peloton Interactive (PTON) in Q3 2021, closing a stake of 2,376 shares — an estimated $295K sold.

Meridian Wealth Management first reported a position in PTON in Q4 2020 and held it in 3 quarters. The position peaked at $410K in Q4 2020. 640 funds tracked by Wall St. Rank hold PTON as of Q3 2021.

  • Meridian Wealth Management reported no remaining Peloton Interactive position as of Q3 2021 after selling out during the quarter.
  • Meridian Wealth Management sold 2,376 Peloton Interactive shares in Q3 2021, an estimated $295K.
  • Meridian Wealth Management first reported a position in Peloton Interactive in Q4 2020 and held it in 3 quarters.
  • Meridian Wealth Management's Peloton Interactive position peaked at $410K in Q4 2020.
  • 640 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2021.

Based on Meridian Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.