San Luis Wealth Advisors’s Peloton Interactive PTON Stock Holding History

San Luis Wealth 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
2022 Q2	–	Sell	-24	Closed	-$1K	–	336
2022 Q1	$1K	Buy	+24	New	+$688	﹤0.01%	437

Other funds holding PTON

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

San Luis Wealth Advisors's PTON Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Peloton Interactive (PTON) in Q2 2022, closing a stake of 24 shares — an estimated $1K sold.

San Luis Wealth Advisors first reported a position in PTON in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 483 funds tracked by Wall St. Rank hold PTON as of Q2 2022.

San Luis Wealth Advisors reported no remaining Peloton Interactive position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 24 Peloton Interactive shares in Q2 2022, an estimated $1K.
San Luis Wealth Advisors first reported a position in Peloton Interactive in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Peloton Interactive position peaked at $1K in Q1 2022.
483 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.