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TFO Wealth Partners’s Peloton Interactive PTON Stock Holding History

TFO Wealth Partners’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
2020
Q3 		– Sell
-75
Closed -$4K – 178
2020
Q2 		$4K Hold
75
– – ﹤0.01% 117
2020
Q1 		$1K Hold
75
– – ﹤0.01% 121
2019
Q4 		$2K Buy
+75
New +$2.02K ﹤0.01% 135

Other funds holding PTON

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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

TFO Wealth Partners's PTON Position: Q3 2020 in Review

TFO Wealth Partners sold out of Peloton Interactive (PTON) in Q3 2020, closing a stake of 75 shares — an estimated $4K sold.

TFO Wealth Partners first reported a position in PTON in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 535 funds tracked by Wall St. Rank hold PTON as of Q3 2020.

  • TFO Wealth Partners reported no remaining Peloton Interactive position as of Q3 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 75 Peloton Interactive shares in Q3 2020, an estimated $4K.
  • TFO Wealth Partners first reported a position in Peloton Interactive in Q4 2019 and held it in 3 quarters.
  • TFO Wealth Partners's Peloton Interactive position peaked at $4K in Q2 2020.
  • 535 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2020.

Based on TFO Wealth Partners's 13F filing for Q3 2020, filed 14 Oct 2020.