SFA
PTON icon

Sequoia Financial Advisors’s Peloton Interactive PTON Stock Holding History

Sequoia Financial 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
2025
Q1 		– Sell
-12,338
Closed -$107K – 1449
2024
Q4 		$107K Buy
+12,338
New +$96.1K ﹤0.01% 1280
2024
Q3 		– Sell
-20,100
Closed -$67.9K – 1352
2024
Q2 		$67.9K Buy
+20,100
New +$72K ﹤0.01% 1183
2023
Q3 		– Sell
-16,121
Closed -$124K – 999
2023
Q2 		$124K Buy
+16,121
New +$137K ﹤0.01% 904
2021
Q1 		– Sell
-2,464
Closed -$374K – 459
2020
Q4 		$374K Buy
+2,464
New +$300K 0.02% 288

Other funds holding PTON

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sequoia Financial Advisors's PTON Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of Peloton Interactive (PTON) in Q1 2025, closing a stake of 12,338 shares — an estimated $107K sold.

Sequoia Financial Advisors first reported a position in PTON in Q4 2020 and held it in 4 quarters. The position peaked at $374K in Q4 2020. 456 funds tracked by Wall St. Rank hold PTON as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining Peloton Interactive position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 12,338 Peloton Interactive shares in Q1 2025, an estimated $107K.
  • Sequoia Financial Advisors first reported a position in Peloton Interactive in Q4 2020 and held it in 4 quarters.
  • Sequoia Financial Advisors's Peloton Interactive position peaked at $374K in Q4 2020.
  • 456 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.