WR Wealth Planners’s Peloton Interactive PTON Stock Holding History

WR Wealth Planners’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
2024 Q4	$113	Hold	13	–	–	﹤0.01%	1077
2024 Q3	$61	Hold	13	–	–	﹤0.01%	1119
2024 Q2	$44	Hold	13	–	–	﹤0.01%	1128
2024 Q1	$56	Buy	+13	New	+$64	﹤0.01%	1157
2023 Q4	–	Sell	-38	Closed	-$192	–	685
2023 Q3	$192	Buy	38 +25	+192%	+$178	﹤0.01%	881
2023 Q2	$100	Sell	13 -100	-88%	-$850	﹤0.01%	884
2023 Q1	$1.28K	Buy	+113	New	+$1.36K	﹤0.01%	825

Other funds holding PTON

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's PTON Position: Q4 2024 in Review

WR Wealth Planners held its Peloton Interactive (PTON) position steady in Q4 2024 at 13 shares worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

WR Wealth Planners first reported a position in PTON in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.28K in Q1 2023. 438 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

WR Wealth Planners held 13 shares of Peloton Interactive worth $113 as of Q4 2024.
WR Wealth Planners left its Peloton Interactive share count unchanged in Q4 2024.
Peloton Interactive made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1077 holding.
WR Wealth Planners first reported a position in Peloton Interactive in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Peloton Interactive position peaked at $1.28K in Q1 2023.
438 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.