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Mine & Arao Wealth Creation & Management’s Peloton Interactive PTON Stock Holding History

Mine & Arao Wealth Creation & 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
2022
Q1 		– Sell
-780
Closed -$28K – 323
2021
Q4 		$28K Buy
+780
New +$47.6K 0.02% 187
2021
Q3 		– Sell
-350
Closed -$43K – 293
2021
Q2 		$43K Sell
350
-200
-36% -$21.3K 0.03% 152
2021
Q1 		$62K Buy
+550
New +$73K 0.04% 129

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's PTON Position: Q1 2022 in Review

Mine & Arao Wealth Creation & Management sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 780 shares — an estimated $28K sold.

Mine & Arao Wealth Creation & Management first reported a position in PTON in Q1 2021 and held it in 3 quarters. The position peaked at $62K in Q1 2021. 501 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

  • Mine & Arao Wealth Creation & Management reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 780 Peloton Interactive shares in Q1 2022, an estimated $28K.
  • Mine & Arao Wealth Creation & Management first reported a position in Peloton Interactive in Q1 2021 and held it in 3 quarters.
  • Mine & Arao Wealth Creation & Management's Peloton Interactive position peaked at $62K in Q1 2021.
  • 501 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2022, filed 13 May 2022.