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New Potomac Partners’s Peloton Interactive PTON Stock Holding History

New Potomac Partners’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
2020
Q4 		– Sell
-200
Closed -$20K – 104
2020
Q3 		$20K Hold
200
– – 0.02% 107
2020
Q2 		$12K Hold
200
– – 0.01% 118
2020
Q1 		$5K Hold
200
– – 0.01% 130
2019
Q4 		$6K Hold
200
– – 0.01% 133
2019
Q3 		$5K Buy
+200
New +$5.07K 0.01% 136

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

New Potomac Partners's PTON Position: Q4 2020 in Review

New Potomac Partners sold out of Peloton Interactive (PTON) in Q4 2020, closing a stake of 200 shares — an estimated $20K sold.

New Potomac Partners first reported a position in PTON in Q3 2019 and held it in 5 quarters. The position peaked at $20K in Q3 2020. 689 funds tracked by Wall St. Rank hold PTON as of Q4 2020.

  • New Potomac Partners reported no remaining Peloton Interactive position as of Q4 2020 after selling out during the quarter.
  • New Potomac Partners sold 200 Peloton Interactive shares in Q4 2020, an estimated $20K.
  • New Potomac Partners first reported a position in Peloton Interactive in Q3 2019 and held it in 5 quarters.
  • New Potomac Partners's Peloton Interactive position peaked at $20K in Q3 2020.
  • 689 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2020.

Based on New Potomac Partners's 13F filing for Q4 2020, filed 28 Jan 2021.