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OneDigital Investment Advisors’s Peloton Interactive PTON Stock Holding History

OneDigital Investment Advisors’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
Q2 		– Sell
-6,994
Closed -$786K – 776
2021
Q1 		$786K Sell
6,994
-37
-0.5% -$4.91K 0.04% 290
2020
Q4 		$1.07M Sell
7,031
-186
-3% -$22.7K 0.06% 220
2020
Q3 		$716K Buy
+7,217
New +$531K 0.05% 242

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

OneDigital Investment Advisors's PTON Position: Q2 2021 in Review

OneDigital Investment Advisors sold out of Peloton Interactive (PTON) in Q2 2021, closing a stake of 6,994 shares — an estimated $786K sold.

OneDigital Investment Advisors first reported a position in PTON in Q3 2020 and held it in 3 quarters. The position peaked at $1.07M in Q4 2020. 679 funds tracked by Wall St. Rank hold PTON as of Q2 2021.

  • OneDigital Investment Advisors reported no remaining Peloton Interactive position as of Q2 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,994 Peloton Interactive shares in Q2 2021, an estimated $786K.
  • OneDigital Investment Advisors first reported a position in Peloton Interactive in Q3 2020 and held it in 3 quarters.
  • OneDigital Investment Advisors's Peloton Interactive position peaked at $1.07M in Q4 2020.
  • 679 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2021.

Based on OneDigital Investment Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.