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Rise Advisors’s Peloton Interactive PTON Stock Holding History

Rise 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 		– Sell
-70
Closed -$328 – 1190
2024
Q3 		$328 Sell
70
-48
-41% -$189 ﹤0.01% 1201
2024
Q2 		$399 Hold
118
– – ﹤0.01% 1199
2024
Q1 		$506 Hold
118
– – ﹤0.01% 1215
2023
Q4 		$719 Sell
118
-44
-27% -$237 ﹤0.01% 543
2023
Q3 		$818 Hold
162
– – ﹤0.01% 554
2023
Q2 		$1.25K Hold
162
– – ﹤0.01% 559
2023
Q1 		$1.84K Hold
162
– – ﹤0.01% 585
2022
Q4 		$1.29K Hold
162
– – ﹤0.01% 626
2022
Q3 		$1K Hold
162
– – ﹤0.01% 661
2022
Q2 		$1K Hold
162
– – ﹤0.01% 661
2022
Q1 		$4K Hold
162
– – ﹤0.01% 455
2021
Q4 		$5.79K Buy
+162
New +$9.89K 0.01% 390

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 $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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 $3.13B AUM 77.26% 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

Rise Advisors's PTON Position: Q4 2024 in Review

Rise Advisors sold out of Peloton Interactive (PTON) in Q4 2024, closing a stake of 70 shares — an estimated $328 sold.

Rise Advisors first reported a position in PTON in Q4 2021 and held it in 12 quarters. The position peaked at $5.79K in Q4 2021. 437 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

  • Rise Advisors reported no remaining Peloton Interactive position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 70 Peloton Interactive shares in Q4 2024, an estimated $328.
  • Rise Advisors first reported a position in Peloton Interactive in Q4 2021 and held it in 12 quarters.
  • Rise Advisors's Peloton Interactive position peaked at $5.79K in Q4 2021.
  • 437 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.