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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

PTON holding history

Peloton Interactive, Inc. in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PTON overviewAll 13F holders of PTONFull Q3 2023 holdings

Shares (Q3 2023)
50
Value
$253
% of portfolio
<0.1%
Quarters held
6
Since Q1 2021
Holdings of PTON by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202350$253<0.1%00.0%UnchangedHolders
Q2 202350$385<0.1%+50NewHolders
Q4 20220$00.0%−103−100.0%Sold outHolders
Q3 2022103$714<0.1%+103NewHolders
Q1 20220$00.0%−26−100.0%Sold outHolders
Q4 202126$930<0.1%+8+44.4%AddedHolders
Q3 202118$1.57K<0.1%+18NewHolders
Q2 20210$00.0%−17−100.0%Sold outHolders
Q1 202117$1.91K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.