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PTON icon

Surevest’s Peloton Interactive PTON Stock Holding History

Surevest’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
Q3 		$3K Hold
481
– – ﹤0.01% 371
2022
Q2 		$4K Hold
481
– – ﹤0.01% 360
2022
Q1 		$13K Sell
481
-20
-4% -$573 ﹤0.01% 266
2021
Q4 		$18K Buy
+501
New +$30.6K ﹤0.01% 253

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Surevest's PTON Position: Q3 2022 in Review

Surevest held its Peloton Interactive (PTON) position steady in Q3 2022 at 481 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Surevest first reported a position in PTON in Q4 2021 and has held it in 4 quarters since. The position peaked at $18K in Q4 2021. 439 funds tracked by Wall St. Rank hold PTON as of Q3 2022.

  • Surevest held 481 shares of Peloton Interactive worth $3K as of Q3 2022.
  • Surevest left its Peloton Interactive share count unchanged in Q3 2022.
  • Peloton Interactive made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #371 holding.
  • Surevest first reported a position in Peloton Interactive in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Peloton Interactive position peaked at $18K in Q4 2021.
  • 439 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.