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Milestone Wealth’s Peloton Interactive PTON Stock Holding History

Milestone Wealth’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
Q3 		$1K Hold
116
– – ﹤0.01% 230
2022
Q2 		$1K Sell
116
-116
-50% -$1.86K ﹤0.01% 225
2022
Q1 		$8K Hold
232
– – 0.01% 213
2021
Q4 		$8K Buy
+232
New +$14.2K 0.01% 213

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Milestone Wealth's PTON Position: Q3 2022 in Review

Milestone Wealth held its Peloton Interactive (PTON) position steady in Q3 2022 at 116 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Milestone Wealth first reported a position in PTON in Q4 2021 and has held it in 4 quarters since. The position peaked at $8K in Q1 2022. 440 funds tracked by Wall St. Rank hold PTON as of Q3 2022.

  • Milestone Wealth held 116 shares of Peloton Interactive worth $1K as of Q3 2022.
  • Milestone Wealth left its Peloton Interactive share count unchanged in Q3 2022.
  • Peloton Interactive made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #230 holding.
  • Milestone Wealth first reported a position in Peloton Interactive in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Peloton Interactive position peaked at $8K in Q1 2022.
  • 440 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.