WealthStone’s Peloton Interactive PTON Stock Holding History

WealthStone’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	-5,000	Closed	-$289K	–	236
2020 Q2	$289K	Buy	+5,000	New	+$207K	0.14%	118

Other funds holding PTON

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

WealthStone's PTON Position: Q3 2020 in Review

WealthStone sold out of Peloton Interactive (PTON) in Q3 2020, closing a stake of 5,000 shares — an estimated $289K sold.

WealthStone first reported a position in PTON in Q2 2020 and held it in 1 quarter. The position peaked at $289K in Q2 2020. 535 funds tracked by Wall St. Rank hold PTON as of Q3 2020.

WealthStone reported no remaining Peloton Interactive position as of Q3 2020 after selling out during the quarter.
WealthStone sold 5,000 Peloton Interactive shares in Q3 2020, an estimated $289K.
WealthStone first reported a position in Peloton Interactive in Q2 2020 and held it in 1 quarter.
WealthStone's Peloton Interactive position peaked at $289K in Q2 2020.
535 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.