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Opal Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-30
Closed -$102 – 933
2024
Q2 		$102 Buy
+30
New +$107 ﹤0.01% 1227

Other funds holding PTON

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Opal Wealth Advisors's PTON Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Peloton Interactive (PTON) in Q3 2024, closing a stake of 30 shares — an estimated $102 sold.

Opal Wealth Advisors first reported a position in PTON in Q2 2024 and held it in 1 quarter. The position peaked at $102 in Q2 2024. 382 funds tracked by Wall St. Rank hold PTON as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Peloton Interactive position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 30 Peloton Interactive shares in Q3 2024, an estimated $102.
  • Opal Wealth Advisors first reported a position in Peloton Interactive in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Peloton Interactive position peaked at $102 in Q2 2024.
  • 382 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.