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TFC Financial Management’s Peloton Interactive PTON Stock Holding History

TFC Financial Management’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
-700
Closed -$7.94K – 728
2023
Q1 		$7.94K Buy
+700
New +$8.42K ﹤0.01% 382
2021
Q2 		– Sell
-19
Closed -$2K – 599
2021
Q1 		$2K Hold
19
– – ﹤0.01% 451
2020
Q4 		$3K Buy
+19
New +$2.31K ﹤0.01% 402

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

TFC Financial Management's PTON Position: Q2 2023 in Review

TFC Financial Management sold out of Peloton Interactive (PTON) in Q2 2023, closing a stake of 700 shares — an estimated $7.94K sold.

TFC Financial Management first reported a position in PTON in Q4 2020 and held it in 3 quarters. The position peaked at $7.94K in Q1 2023. 403 funds tracked by Wall St. Rank hold PTON as of Q2 2023.

  • TFC Financial Management reported no remaining Peloton Interactive position as of Q2 2023 after selling out during the quarter.
  • TFC Financial Management sold 700 Peloton Interactive shares in Q2 2023, an estimated $7.94K.
  • TFC Financial Management first reported a position in Peloton Interactive in Q4 2020 and held it in 3 quarters.
  • TFC Financial Management's Peloton Interactive position peaked at $7.94K in Q1 2023.
  • 403 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2023.

Based on TFC Financial Management's 13F filing for Q2 2023, filed 7 Aug 2023.