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Salem Investment Counselors’s Peloton Interactive PTON Stock Holding History

Salem Investment Counselors’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
2022
Q4 		– Sell
-75
Closed -$1K – 1132
2022
Q3 		$1K Hold
75
– – ﹤0.01% 1006
2022
Q2 		$1K Hold
75
– – ﹤0.01% 1036
2022
Q1 		$2K Hold
75
– – ﹤0.01% 938
2021
Q4 		$3K Buy
+75
New +$4.58K ﹤0.01% 976
2019
Q4 		– Sell
-500
Closed -$13K – 703
2019
Q3 		$13K Buy
+500
New +$12.7K ﹤0.01% 513

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Salem Investment Counselors's PTON Position: Q4 2022 in Review

Salem Investment Counselors sold out of Peloton Interactive (PTON) in Q4 2022, closing a stake of 75 shares — an estimated $1K sold.

Salem Investment Counselors first reported a position in PTON in Q3 2019 and held it in 5 quarters. The position peaked at $13K in Q3 2019. 416 funds tracked by Wall St. Rank hold PTON as of Q4 2022.

  • Salem Investment Counselors reported no remaining Peloton Interactive position as of Q4 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 75 Peloton Interactive shares in Q4 2022, an estimated $1K.
  • Salem Investment Counselors first reported a position in Peloton Interactive in Q3 2019 and held it in 5 quarters.
  • Salem Investment Counselors's Peloton Interactive position peaked at $13K in Q3 2019.
  • 416 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2022.

Based on Salem Investment Counselors's 13F filing for Q4 2022, filed 15 Feb 2023.