OneAscent Wealth Management’s Peloton Interactive PTON Stock Holding History

OneAscent Wealth 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
2021 Q1	$537K	Buy	+4,774	New	+$633K	0.23%	109

Other funds holding PTON

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Tiger Global Management New York $22.8B AUM 30.07% 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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

OneAscent Wealth Management's PTON Position: Q1 2021 in Review

OneAscent Wealth Management opened a new position in Peloton Interactive (PTON) in Q1 2021: 4,774 shares worth $537K. The stake represents 0.23% of the portfolio and ranks #109 among its holdings.

684 funds tracked by Wall St. Rank hold PTON as of Q1 2021.

OneAscent Wealth Management held 4,774 shares of Peloton Interactive worth $537K as of Q1 2021.
Peloton Interactive was a new OneAscent Wealth Management position in Q1 2021.
Peloton Interactive made up 0.23% of OneAscent Wealth Management's portfolio in Q1 2021, its #109 holding.
684 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.