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Ritholtz Wealth Management’s Peloton Interactive PTON Stock Holding History

Ritholtz Wealth Management’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
Q3 		– Sell
-1,425
Closed -$177K – 566
2021
Q2 		$177K Buy
+1,425
New +$152K 0.01% 469
2021
Q1 		– Sell
-1,443
Closed -$219K – 491
2020
Q4 		$219K Buy
+1,443
New +$176K 0.02% 320

Other funds holding PTON

Baillie Gifford & Co
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ritholtz Wealth Management's PTON Position: Q3 2021 in Review

Ritholtz Wealth Management sold out of Peloton Interactive (PTON) in Q3 2021, closing a stake of 1,425 shares — an estimated $177K sold.

Ritholtz Wealth Management first reported a position in PTON in Q4 2020 and held it in 2 quarters. The position peaked at $219K in Q4 2020. 640 funds tracked by Wall St. Rank hold PTON as of Q3 2021.

  • Ritholtz Wealth Management reported no remaining Peloton Interactive position as of Q3 2021 after selling out during the quarter.
  • Ritholtz Wealth Management sold 1,425 Peloton Interactive shares in Q3 2021, an estimated $177K.
  • Ritholtz Wealth Management first reported a position in Peloton Interactive in Q4 2020 and held it in 2 quarters.
  • Ritholtz Wealth Management's Peloton Interactive position peaked at $219K in Q4 2020.
  • 640 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2021.

Based on Ritholtz Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.