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My Personal CFO LLC’s Peloton Interactive PTON Stock Holding History

My Personal CFO LLC’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
2023
Q1 		– Sell
-130
Closed -$1.03K – 635
2022
Q4 		$1.03K Buy
+130
New +$1.25K ﹤0.01% 634

Other funds holding PTON

T. Rowe Price Associates
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

My Personal CFO LLC's PTON Position: Q1 2023 in Review

My Personal CFO LLC sold out of Peloton Interactive (PTON) in Q1 2023, closing a stake of 130 shares — an estimated $1.03K sold.

My Personal CFO LLC first reported a position in PTON in Q4 2022 and held it in 1 quarter. The position peaked at $1.03K in Q4 2022. 409 funds tracked by Wall St. Rank hold PTON as of Q1 2023.

  • My Personal CFO LLC reported no remaining Peloton Interactive position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 130 Peloton Interactive shares in Q1 2023, an estimated $1.03K.
  • My Personal CFO LLC first reported a position in Peloton Interactive in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Peloton Interactive position peaked at $1.03K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.