SIS
PTON icon

Sound Income Strategies’s Peloton Interactive PTON Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-40
Closed -$1K – 920
2021
Q4 		$1K Hold
40
– – ﹤0.01% 796
2021
Q3 		$3K Sell
40
-3
-7% -$332 ﹤0.01% 654
2021
Q2 		$5K Buy
43
+5
+13% +$532 ﹤0.01% 604
2021
Q1 		$4.27K Buy
38
+3
+9% +$398 ﹤0.01% 649
2020
Q4 		$5K Hold
35
– – ﹤0.01% 588
2020
Q3 		$3K Buy
+35
New +$2.58K ﹤0.01% 625

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sound Income Strategies's PTON Position: Q1 2022 in Review

Sound Income Strategies sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 40 shares — an estimated $1K sold.

Sound Income Strategies first reported a position in PTON in Q3 2020 and held it in 6 quarters. The position peaked at $5K in Q2 2021. 501 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

  • Sound Income Strategies reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
  • Sound Income Strategies sold 40 Peloton Interactive shares in Q1 2022, an estimated $1K.
  • Sound Income Strategies first reported a position in Peloton Interactive in Q3 2020 and held it in 6 quarters.
  • Sound Income Strategies's Peloton Interactive position peaked at $5K in Q2 2021.
  • 501 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on Sound Income Strategies's 13F filing for Q1 2022, filed 11 Apr 2022.