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PCA Investment Advisory Services’s Peloton Interactive PTON Stock Holding History

PCA Investment Advisory Services’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
2023
Q3 		– Sell
-594
Closed -$4.57K – 344
2023
Q2 		$4.57K Buy
+594
New +$5.05K ﹤0.01% 431

Other funds holding PTON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

PCA Investment Advisory Services's PTON Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Peloton Interactive (PTON) in Q3 2023, closing a stake of 594 shares — an estimated $4.57K sold.

PCA Investment Advisory Services first reported a position in PTON in Q2 2023 and held it in 1 quarter. The position peaked at $4.57K in Q2 2023. 391 funds tracked by Wall St. Rank hold PTON as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Peloton Interactive position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 594 Peloton Interactive shares in Q3 2023, an estimated $4.57K.
  • PCA Investment Advisory Services first reported a position in Peloton Interactive in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Peloton Interactive position peaked at $4.57K in Q2 2023.
  • 391 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.