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Sowell Financial Services’s Peloton Interactive PTON Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-2,835
Closed -$238K – 2170
2021
Q1 		$238K Sell
2,835
-1,055
-27% -$140K 0.01% 955
2020
Q4 		$590K Buy
3,890
+2,341
+151% +$285K 0.03% 474
2020
Q3 		$154K Sell
1,549
-67
-4% -$4.93K 0.01% 821
2020
Q2 		$93K Sell
1,616
-1,266
-44% -$52.4K 0.01% 984
2020
Q1 		$77K Buy
2,882
+2,300
+395% +$64K 0.01% 920
2019
Q4 		$17K Buy
+582
New +$15.7K ﹤0.01% 1494

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Sowell Financial Services's PTON Position: Q2 2021 in Review

Sowell Financial Services sold out of Peloton Interactive (PTON) in Q2 2021, closing a stake of 2,835 shares — an estimated $238K sold.

Sowell Financial Services first reported a position in PTON in Q4 2019 and held it in 6 quarters. The position peaked at $590K in Q4 2020. 679 funds tracked by Wall St. Rank hold PTON as of Q2 2021.

  • Sowell Financial Services reported no remaining Peloton Interactive position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,835 Peloton Interactive shares in Q2 2021, an estimated $238K.
  • Sowell Financial Services first reported a position in Peloton Interactive in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's Peloton Interactive position peaked at $590K in Q4 2020.
  • 679 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.