Next Financial Group’s Peloton Interactive PTON Stock Holding History

Next Financial Group’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
2021 Q4	$80K	Buy	2,245 +550	+32%	+$33.6K	0.01%	1278
2021 Q3	$147K	Sell	1,695 -230	-12%	-$25.4K	0.01%	959
2021 Q2	$239K	Sell	1,925 -1,091	-36%	-$116K	0.02%	762
2021 Q1	$339K	Sell	3,016 -230	-7%	-$30.5K	0.03%	568
2020 Q4	$492K	Buy	3,246 +535	+20%	+$65.2K	0.05%	372
2020 Q3	$269K	Buy	+2,711	New	+$199K	0.03%	529
2020 Q2	–	Sell	-25	Closed	-$1K	–	1583
2020 Q1	$1K	Buy	+25	New	+$695	﹤0.01%	2042

Other funds holding PTON

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's PTON Position: Q4 2021 in Review

Next Financial Group increased its Peloton Interactive (PTON) stake by 32% in Q4 2021, buying an estimated $33.6K and bringing the position to 2,245 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #1278.

Next Financial Group first reported a position in PTON in Q1 2020 and has held it in 7 quarters since. The position peaked at $492K in Q4 2020. 575 funds tracked by Wall St. Rank hold PTON as of Q4 2021.

Next Financial Group held 2,245 shares of Peloton Interactive worth $80K as of Q4 2021.
Next Financial Group bought 550 Peloton Interactive shares in Q4 2021, an estimated $33.6K.
Peloton Interactive made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1278 holding.
Next Financial Group first reported a position in Peloton Interactive in Q1 2020 and has held it in 7 quarters since.
Next Financial Group's Peloton Interactive position peaked at $492K in Q4 2020.
575 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.