Xcel Wealth Management’s Peloton Interactive PTON Stock Holding History

Xcel Wealth Management’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
2021 Q3	–	Sell	-2,031	Closed	-$252K	–	141
2021 Q2	$252K	Hold	2,031	–	–	0.08%	129
2021 Q1	$228K	Sell	2,031 -30	-1%	-$3.98K	0.08%	119
2020 Q4	$312K	Buy	+2,061	New	+$251K	0.13%	98
2020 Q1	–	Sell	-21,350	Closed	-$606K	–	80
2019 Q4	$606K	Buy	+21,350	New	+$575K	0.5%	41

Other funds holding PTON

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

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

Xcel Wealth Management's PTON Position: Q3 2021 in Review

Xcel Wealth Management sold out of Peloton Interactive (PTON) in Q3 2021, closing a stake of 2,031 shares — an estimated $252K sold.

Xcel Wealth Management first reported a position in PTON in Q4 2019 and held it in 4 quarters. The position peaked at $606K in Q4 2019. 641 funds tracked by Wall St. Rank hold PTON as of Q3 2021.

Xcel Wealth Management reported no remaining Peloton Interactive position as of Q3 2021 after selling out during the quarter.
Xcel Wealth Management sold 2,031 Peloton Interactive shares in Q3 2021, an estimated $252K.
Xcel Wealth Management first reported a position in Peloton Interactive in Q4 2019 and held it in 4 quarters.
Xcel Wealth Management's Peloton Interactive position peaked at $606K in Q4 2019.
641 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2021.

Based on Xcel Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.