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MFA Wealth Advisors’s Peloton Interactive PTON Stock Holding History

MFA 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
2024
Q4 		– Sell
-163
Closed -$763 – 313
2024
Q3 		$763 Buy
163
+22
+16% +$86 ﹤0.01% 462
2024
Q2 		$477 Buy
+141
New +$505 ﹤0.01% 494
2022
Q1 		– Sell
-28,588
Closed -$1.02M – 78
2021
Q4 		$1.02M Buy
28,588
+717
+3% +$43.8K 0.43% 36
2021
Q3 		$2.42M Buy
27,871
+478
+2% +$52.8K 1.11% 26
2021
Q2 		$3.4M Buy
+27,393
New +$2.92M 1.53% 24
2020
Q3 		– Sell
-181
Closed -$10.5K – 172
2020
Q2 		$10.5K Buy
+181
New +$7.49K 0.01% 152

Other funds holding PTON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MFA Wealth Advisors's PTON Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Peloton Interactive (PTON) in Q4 2024, closing a stake of 163 shares — an estimated $763 sold.

MFA Wealth Advisors first reported a position in PTON in Q2 2020 and held it in 6 quarters. The position peaked at $3.4M in Q2 2021. 438 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Peloton Interactive position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 163 Peloton Interactive shares in Q4 2024, an estimated $763.
  • MFA Wealth Advisors first reported a position in Peloton Interactive in Q2 2020 and held it in 6 quarters.
  • MFA Wealth Advisors's Peloton Interactive position peaked at $3.4M in Q2 2021.
  • 438 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.