Your Advocates Ltd’s Peloton Interactive PTON Stock Holding History

Your Advocates Ltd’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 Q4	–	Sell	-5	Closed	-$25	–	266
2023 Q3	$25	Buy	+5	New	+$36	﹤0.01%	294

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

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

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Your Advocates Ltd's PTON Position: Q4 2023 in Review

Your Advocates Ltd sold out of Peloton Interactive (PTON) in Q4 2023, closing a stake of 5 shares — an estimated $25 sold.

Your Advocates Ltd first reported a position in PTON in Q3 2023 and held it in 1 quarter. The position peaked at $25 in Q3 2023. 402 funds tracked by Wall St. Rank hold PTON as of Q4 2023.

Your Advocates Ltd reported no remaining Peloton Interactive position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 5 Peloton Interactive shares in Q4 2023, an estimated $25.
Your Advocates Ltd first reported a position in Peloton Interactive in Q3 2023 and held it in 1 quarter.
Your Advocates Ltd's Peloton Interactive position peaked at $25 in Q3 2023.
402 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.