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WealthPLAN Partners’s Peloton Interactive PTON Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-394
Closed -$3.03K – 929
2023
Q2 		$3.03K Buy
394
+128
+48% +$1.09K ﹤0.01% 1003
2023
Q1 		$3.02K Buy
+266
New +$3.2K ﹤0.01% 1072

Other funds holding PTON

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

WealthPLAN Partners's PTON Position: Q3 2023 in Review

WealthPLAN Partners sold out of Peloton Interactive (PTON) in Q3 2023, closing a stake of 394 shares — an estimated $3.03K sold.

WealthPLAN Partners first reported a position in PTON in Q1 2023 and held it in 2 quarters. The position peaked at $3.03K in Q2 2023. 392 funds tracked by Wall St. Rank hold PTON as of Q3 2023.

  • WealthPLAN Partners reported no remaining Peloton Interactive position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 394 Peloton Interactive shares in Q3 2023, an estimated $3.03K.
  • WealthPLAN Partners first reported a position in Peloton Interactive in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Peloton Interactive position peaked at $3.03K in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.