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TCI Wealth Advisors’s Peloton Interactive PTON Stock Holding History

TCI 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
Q2 		– Sell
-91
Closed -$1.03K – 1727
2023
Q1 		$1.03K Sell
91
-192
-68% -$2.31K ﹤0.01% 2101
2022
Q4 		$2.25K Buy
283
+55
+24% +$528 ﹤0.01% 1948
2022
Q3 		$2K Buy
228
+64
+39% +$651 ﹤0.01% 1976
2022
Q2 		$2K Buy
164
+25
+18% +$401 ﹤0.01% 2030
2022
Q1 		$4K Sell
139
-155
-53% -$4.44K ﹤0.01% 1770
2021
Q4 		$11K Buy
294
+70
+31% +$4.27K ﹤0.01% 1111
2021
Q3 		$19K Buy
224
+89
+66% +$9.84K ﹤0.01% 716
2021
Q2 		$17K Buy
135
+44
+48% +$4.68K ﹤0.01% 666
2021
Q1 		$10K Buy
91
+30
+49% +$3.98K ﹤0.01% 865
2020
Q4 		$9K Buy
61
+54
+771% +$6.58K ﹤0.01% 686
2020
Q3 		$1K Buy
+7
New +$515 ﹤0.01% 1398

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EC
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

TCI Wealth Advisors's PTON Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Peloton Interactive (PTON) in Q2 2023, closing a stake of 91 shares — an estimated $1.03K sold.

TCI Wealth Advisors first reported a position in PTON in Q3 2020 and held it in 11 quarters. The position peaked at $19K in Q3 2021. 403 funds tracked by Wall St. Rank hold PTON as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Peloton Interactive position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 91 Peloton Interactive shares in Q2 2023, an estimated $1.03K.
  • TCI Wealth Advisors first reported a position in Peloton Interactive in Q3 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's Peloton Interactive position peaked at $19K in Q3 2021.
  • 403 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.