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Reilly Financial Advisors’s Peloton Interactive PTON Stock Holding History

Reilly 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
2021
Q4 		– Sell
-20
Closed -$2K – 1187
2021
Q3 		$2K Buy
+20
New +$2.21K ﹤0.01% 861
2021
Q2 		– Sell
-100
Closed -$11K – 1064
2021
Q1 		$11K Hold
100
– – ﹤0.01% 683
2020
Q4 		$15K Hold
100
– – ﹤0.01% 551
2020
Q3 		$10K Buy
+100
New +$7.36K ﹤0.01% 573
2020
Q2 		– Sell
-2
Closed – – 951
2020
Q1 		$0 Hold
2
– – ﹤0.01% 933
2019
Q4 		$0 Buy
+2
New +$54 ﹤0.01% 920

Other funds holding PTON

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reilly Financial Advisors's PTON Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Peloton Interactive (PTON) in Q4 2021, closing a stake of 20 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in PTON in Q4 2019 and held it in 6 quarters. The position peaked at $15K in Q4 2020. 576 funds tracked by Wall St. Rank hold PTON as of Q4 2021.

  • Reilly Financial Advisors reported no remaining Peloton Interactive position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 20 Peloton Interactive shares in Q4 2021, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Peloton Interactive in Q4 2019 and held it in 6 quarters.
  • Reilly Financial Advisors's Peloton Interactive position peaked at $15K in Q4 2020.
  • 576 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.