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Provence Wealth Management Group’s Peloton Interactive PTON Stock Holding History

Provence Wealth Management Group’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
Q4 		– Sell
-5
Closed -$25 – 480
2023
Q3 		$25 Buy
+5
New +$36 ﹤0.01% 471

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DIG
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DnB Asset Management
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PCM
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Citadel Advisors
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Provence Wealth Management Group's PTON Position: Q4 2023 in Review

Provence Wealth Management Group sold out of Peloton Interactive (PTON) in Q4 2023, closing a stake of 5 shares — an estimated $25 sold.

Provence Wealth Management Group first reported a position in PTON in Q3 2023 and held it in 1 quarter. The position peaked at $25 in Q3 2023. 403 funds tracked by Wall St. Rank hold PTON as of Q4 2023.

  • Provence Wealth Management Group reported no remaining Peloton Interactive position as of Q4 2023 after selling out during the quarter.
  • Provence Wealth Management Group sold 5 Peloton Interactive shares in Q4 2023, an estimated $25.
  • Provence Wealth Management Group first reported a position in Peloton Interactive in Q3 2023 and held it in 1 quarter.
  • Provence Wealth Management Group's Peloton Interactive position peaked at $25 in Q3 2023.
  • 403 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.