RWB
PTON icon

RMR Wealth Builders’s Peloton Interactive PTON Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-40
Closed -$4K – 565
2021
Q1 		$4K Sell
40
-460
-92% -$61K ﹤0.01% 695
2020
Q4 		$76K Buy
+500
New +$60.9K 0.04% 224

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

RMR Wealth Builders's PTON Position: Q2 2021 in Review

RMR Wealth Builders sold out of Peloton Interactive (PTON) in Q2 2021, closing a stake of 40 shares — an estimated $4K sold.

RMR Wealth Builders first reported a position in PTON in Q4 2020 and held it in 2 quarters. The position peaked at $76K in Q4 2020. 679 funds tracked by Wall St. Rank hold PTON as of Q2 2021.

  • RMR Wealth Builders reported no remaining Peloton Interactive position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 40 Peloton Interactive shares in Q2 2021, an estimated $4K.
  • RMR Wealth Builders first reported a position in Peloton Interactive in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Peloton Interactive position peaked at $76K in Q4 2020.
  • 679 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.