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Regent Peak Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-19
Closed -$3K – 777
2020
Q4 		$3K Buy
+19
New +$2.31K ﹤0.01% 766

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BlackRock
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Capital Research Global Investors
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Regent Peak Wealth Advisors's PTON Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Peloton Interactive (PTON) in Q1 2021, closing a stake of 19 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in PTON in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 684 funds tracked by Wall St. Rank hold PTON as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Peloton Interactive position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 19 Peloton Interactive shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Peloton Interactive in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Peloton Interactive position peaked at $3K in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.