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Shine Investment Advisory Services’s Peloton Interactive PTON Stock Holding History

Shine Investment Advisory Services’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
2020
Q1 		– Sell
-295
Closed -$8K – 765
2019
Q4 		$8K Hold
295
– – ﹤0.01% 618
2019
Q3 		$7K Buy
+295
New +$7.48K ﹤0.01% 625

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Tiger Global Management
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Morgan Stanley
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Vanguard Group
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WCM
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GGHC
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Shine Investment Advisory Services's PTON Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of Peloton Interactive (PTON) in Q1 2020, closing a stake of 295 shares — an estimated $8K sold.

Shine Investment Advisory Services first reported a position in PTON in Q3 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 245 funds tracked by Wall St. Rank hold PTON as of Q1 2020.

  • Shine Investment Advisory Services reported no remaining Peloton Interactive position as of Q1 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 295 Peloton Interactive shares in Q1 2020, an estimated $8K.
  • Shine Investment Advisory Services first reported a position in Peloton Interactive in Q3 2019 and held it in 2 quarters.
  • Shine Investment Advisory Services's Peloton Interactive position peaked at $8K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.