Sutton Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Sutton Wealth 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
2023 Q3	$253	Hold	50	–	–	﹤0.01%	833
2023 Q2	$385	Buy	+50	New	+$425	﹤0.01%	814
2022 Q4	–	Sell	-103	Closed	-$714	–	1700
2022 Q3	$714	Buy	+103	New	+$1.05K	﹤0.01%	1394
2022 Q1	–	Sell	-26	Closed	-$930	–	1699
2021 Q4	$930	Buy	26 +8	+44%	+$488	﹤0.01%	1346
2021 Q3	$1.57K	Buy	+18	New	+$1.99K	﹤0.01%	1204
2021 Q2	–	Sell	-17	Closed	-$1.91K	–	1296
2021 Q1	$1.91K	Buy	17 +7	+70%	+$929	﹤0.01%	1142
2020 Q4	$1.52K	Buy	+10	New	+$1.22K	﹤0.01%	1141

Other funds holding PTON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Sutton Wealth Advisors's PTON Position: Q3 2023 in Review

Sutton Wealth Advisors held its Peloton Interactive (PTON) position steady in Q3 2023 at 50 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Sutton Wealth Advisors first reported a position in PTON in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.91K in Q1 2021. 392 funds tracked by Wall St. Rank hold PTON as of Q3 2023.

Sutton Wealth Advisors held 50 shares of Peloton Interactive worth $253 as of Q3 2023.
Sutton Wealth Advisors left its Peloton Interactive share count unchanged in Q3 2023.
Peloton Interactive made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #833 holding.
Sutton Wealth Advisors first reported a position in Peloton Interactive in Q4 2020 and has held it in 7 quarters since.
Sutton Wealth Advisors's Peloton Interactive position peaked at $1.91K in Q1 2021.
392 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.