- New Purchases: ISRG, ILMN, PGEN,
- Added Positions: MSFT, WRK, YETI, ABBV, IWD, DIS, UPS, TMO, IWN, SPY, IGSB, BOX, SCHA, BA, TTWO,
- Reduced Positions: FISV, BACPL.PFD, MA, CMD, CNI, PHM, GOOGL, IDXX, SWK, ECL, ALGN, CRM, SBUX, T, CMI, AGN, RTN, VTR, PRU, PEP, STT, FB, CMG, GOOG, BAC, NKE, SIVB, PFE,
- Sold Out: RSG, ABMD, HSIC, FLO, TPR, SCHM, SCZ, AFL, FDEF,
For the details of Peloton Wealth Strategists's stock buys and sells, go to https://www.gurufocus.com/guru/peloton+wealth+strategists/current-portfolio/portfolio
These are the top 5 holdings of Peloton Wealth Strategists- Mastercard Inc (MA) - 31,420 shares, 7.43% of the total portfolio. Shares reduced by 12.7%
- Alphabet Inc (GOOGL) - 3,450 shares, 3.92% of the total portfolio. Shares reduced by 11.08%
- Salesforce.com Inc (CRM) - 26,200 shares, 3.69% of the total portfolio. Shares reduced by 6.76%
- Starbucks Corp (SBUX) - 52,650 shares, 3.39% of the total portfolio. Shares reduced by 6.23%
- WestRock Co (WRK) - 121,400 shares, 3.36% of the total portfolio. Shares added by 65.94%
Peloton Wealth Strategists initiated holding in Intuitive Surgical Inc. The purchase prices were between $367.75 and $618.29, with an estimated average price of $551.71. The stock is now traded at around $514.51. The impact to a portfolio due to this purchase was 1.36%. The holding were 2,815 shares as of .
New Purchase: Illumina Inc (ILMN)Peloton Wealth Strategists initiated holding in Illumina Inc. The purchase prices were between $209.2 and $335.53, with an estimated average price of $288.89. The stock is now traded at around $330.85. The impact to a portfolio due to this purchase was 0.89%. The holding were 3,325 shares as of .
New Purchase: Precigen Inc (PGEN)Peloton Wealth Strategists initiated holding in Precigen Inc. The purchase prices were between $1.46 and $7.19, with an estimated average price of $4.36. The stock is now traded at around $2.51. The impact to a portfolio due to this purchase was 0.1%. The holding were 29,600 shares as of .
Added: Microsoft Corp (MSFT)Peloton Wealth Strategists added to a holding in Microsoft Corp by 943.75%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $180.31. The impact to a portfolio due to this purchase was 2.33%. The holding were 16,700 shares as of .
Added: WestRock Co (WRK)Peloton Wealth Strategists added to a holding in WestRock Co by 65.94%. The purchase prices were between $22.08 and $43.68, with an estimated average price of $36.24. The stock is now traded at around $24.48. The impact to a portfolio due to this purchase was 1.34%. The holding were 121,400 shares as of .
Added: YETI Holdings Inc (YETI)Peloton Wealth Strategists added to a holding in YETI Holdings Inc by 75.67%. The purchase prices were between $15.58 and $37.91, with an estimated average price of $29.85. The stock is now traded at around $26.80. The impact to a portfolio due to this purchase was 0.81%. The holding were 98,900 shares as of .
Added: AbbVie Inc (ABBV)Peloton Wealth Strategists added to a holding in AbbVie Inc by 55.46%. The purchase prices were between $64.5 and $97.79, with an estimated average price of $85.41. The stock is now traded at around $90.31. The impact to a portfolio due to this purchase was 0.69%. The holding were 25,980 shares as of .
Added: iShares Russell 1000 Value (IWD)Peloton Wealth Strategists added to a holding in iShares Russell 1000 Value by 35.87%. The purchase prices were between $84.45 and $137.35, with an estimated average price of $123.65. The stock is now traded at around $104.78. The impact to a portfolio due to this purchase was 0.37%. The holding were 14,481 shares as of .
Added: iShares Russell 2000 Value (IWN)Peloton Wealth Strategists added to a holding in iShares Russell 2000 Value by 23.01%. The purchase prices were between $71.38 and $128.75, with an estimated average price of $111.58. The stock is now traded at around $83.48. The impact to a portfolio due to this purchase was 0.23%. The holding were 15,561 shares as of .
Sold Out: Republic Services Inc (RSG)Peloton Wealth Strategists sold out a holding in Republic Services Inc. The sale prices were between $66.26 and $100.43, with an estimated average price of $90.59.
Sold Out: Abiomed Inc (ABMD)Peloton Wealth Strategists sold out a holding in Abiomed Inc. The sale prices were between $130.51 and $196.01, with an estimated average price of $166.33.
Sold Out: Henry Schein Inc (HSIC)Peloton Wealth Strategists sold out a holding in Henry Schein Inc. The sale prices were between $43.18 and $73.71, with an estimated average price of $63.71.
Sold Out: Flowers Foods Inc (FLO)Peloton Wealth Strategists sold out a holding in Flowers Foods Inc. The sale prices were between $17.74 and $24.28, with an estimated average price of $21.82.
Sold Out: Tapestry Inc (TPR)Peloton Wealth Strategists sold out a holding in Tapestry Inc. The sale prices were between $10.58 and $29.47, with an estimated average price of $23.65.
Sold Out: Schwab U.S. Mid Cap (SCHM)Peloton Wealth Strategists sold out a holding in Schwab U.S. Mid Cap. The sale prices were between $35.83 and $62.24, with an estimated average price of $55.51.
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