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RE Dickinson Investment Advisors’s Peloton Interactive PTON Stock Holding History

RE Dickinson 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
2024
Q4 		$5K Hold
59
– – ﹤0.01% 250
2024
Q3 		$277 Hold
59
– – ﹤0.01% 230
2024
Q2 		$200 Hold
59
– – ﹤0.01% 224
2024
Q1 		$0 Hold
59
– – ﹤0.01% 240
2023
Q4 		$0 Hold
59
– – ﹤0.01% 267
2023
Q3 		$0 Hold
59
– – ﹤0.01% 283
2023
Q2 		$0 Hold
59
– – ﹤0.01% 405
2023
Q1 		$1K Hold
59
– – ﹤0.01% 389
2022
Q4 		$0 Hold
59
– – ﹤0.01% 394
2022
Q3 		$0 Hold
59
– – ﹤0.01% 278
2022
Q2 		$1 Hold
59
– – ﹤0.01% 276
2022
Q1 		$2K Buy
+59
New +$1.69K ﹤0.01% 262

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $2.77B AUM 58.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return