Washington Trust Advisors’s Peloton Interactive PTON Stock Holding History

Washington Trust 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	-150	Closed	-$1.7K	–	749
2023 Q1	$1.7K	Hold	150	–	–	﹤0.01%	737
2022 Q4	$1.19K	Hold	150	–	–	﹤0.01%	759
2022 Q3	$1K	Hold	150	–	–	﹤0.01%	887
2022 Q2	$1K	Sell	150 -250	-63%	-$4.01K	﹤0.01%	915
2022 Q1	$11K	Hold	400	–	–	﹤0.01%	696
2021 Q4	$14K	Buy	+400	New	+$24.4K	﹤0.01%	686

Other funds holding PTON

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Washington Trust Advisors's PTON Position: Q2 2023 in Review

Washington Trust Advisors sold out of Peloton Interactive (PTON) in Q2 2023, closing a stake of 150 shares — an estimated $1.7K sold.

Washington Trust Advisors first reported a position in PTON in Q4 2021 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 403 funds tracked by Wall St. Rank hold PTON as of Q2 2023.

Washington Trust Advisors reported no remaining Peloton Interactive position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 150 Peloton Interactive shares in Q2 2023, an estimated $1.7K.
Washington Trust Advisors first reported a position in Peloton Interactive in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's Peloton Interactive position peaked at $14K in Q4 2021.
403 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.