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	$500	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	$1K	Hold	59	–	–	﹤0.01%	276
2022 Q1	$2K	Buy	+59	New	+$1.69K	﹤0.01%	262

Other funds holding PTON

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RE Dickinson Investment Advisors's PTON Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Peloton Interactive (PTON) position steady in Q4 2024 at 59 shares worth $500. The position accounts for ﹤0.01% of the portfolio, ranked #250.

RE Dickinson Investment Advisors first reported a position in PTON in Q1 2022 and has held it in 12 quarters since. The position peaked at $2K in Q1 2022. 438 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

RE Dickinson Investment Advisors held 59 shares of Peloton Interactive worth $500 as of Q4 2024.
RE Dickinson Investment Advisors left its Peloton Interactive share count unchanged in Q4 2024.
Peloton Interactive made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #250 holding.
RE Dickinson Investment Advisors first reported a position in Peloton Interactive in Q1 2022 and has held it in 12 quarters since.
RE Dickinson Investment Advisors's Peloton Interactive position peaked at $2K in Q1 2022.
438 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.