Wipfli Financial Advisors’s Peloton Interactive PTON Stock Holding History

Wipfli Financial 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
2022 Q3	$20K	Buy	+2,831	New	+$28.8K	﹤0.01%	1573

Other funds holding PTON

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Wipfli Financial Advisors's PTON Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Peloton Interactive (PTON) in Q3 2022: 2,831 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #1573 among its holdings.

439 funds tracked by Wall St. Rank hold PTON as of Q3 2022.

Wipfli Financial Advisors held 2,831 shares of Peloton Interactive worth $20K as of Q3 2022.
Peloton Interactive was a new Wipfli Financial Advisors position in Q3 2022.
Peloton Interactive made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1573 holding.
439 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.