Plante Moran Financial Advisors’s Peloton Interactive PTON Stock Holding History

Plante Moran Financial 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
2022 Q1	–	Sell	-600	Closed	-$21K	–	959
2021 Q4	$21K	Buy	600 +350	+140%	+$21.4K	﹤0.01%	548
2021 Q3	$22K	Hold	250	–	–	﹤0.01%	542
2021 Q2	$31K	Hold	250	–	–	0.01%	469
2021 Q1	$28K	Hold	250	–	–	0.01%	478
2020 Q4	$38K	Hold	250	–	–	0.01%	406
2020 Q3	$25K	Sell	250 -270	-52%	-$19.9K	0.01%	448
2020 Q2	$30K	Hold	520	–	–	0.01%	366
2020 Q1	$14K	Hold	520	–	–	0.01%	454
2019 Q4	$15K	Buy	+520	New	+$14K	0.01%	505

Other funds holding PTON

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

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

BlackRock New York $5.72T AUM 30.48% 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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Plante Moran Financial Advisors's PTON Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 600 shares — an estimated $21K sold.

Plante Moran Financial Advisors first reported a position in PTON in Q4 2019 and held it in 9 quarters. The position peaked at $38K in Q4 2020. 501 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

Plante Moran Financial Advisors reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 600 Peloton Interactive shares in Q1 2022, an estimated $21K.
Plante Moran Financial Advisors first reported a position in Peloton Interactive in Q4 2019 and held it in 9 quarters.
Plante Moran Financial Advisors's Peloton Interactive position peaked at $38K in Q4 2020.
501 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.