U.S. Capital Wealth Advisors’s Peloton Interactive PTON Stock Holding History

U.S. Capital 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 Q1	–	Sell	-881	Closed	-$7K	–	1304
2022 Q4	$7K	Buy	+881	New	+$8.45K	﹤0.01%	1329

Other funds holding PTON

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JSP

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

U.S. Capital Wealth Advisors's PTON Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Peloton Interactive (PTON) in Q1 2023, closing a stake of 881 shares — an estimated $7K sold.

U.S. Capital Wealth Advisors first reported a position in PTON in Q4 2022 and held it in 1 quarter. The position peaked at $7K in Q4 2022. 409 funds tracked by Wall St. Rank hold PTON as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Peloton Interactive position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 881 Peloton Interactive shares in Q1 2023, an estimated $7K.
U.S. Capital Wealth Advisors first reported a position in Peloton Interactive in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Peloton Interactive position peaked at $7K in Q4 2022.
409 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.