Peloton Wealth Strategists Buys Microsoft Corp, Intuitive Surgical Inc, WestRock Co, Sells Fiserv Inc, Bank of America Corp, Republic Services Inc

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May 15, 2020
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Indianapolis, IN, based Investment company Peloton Wealth Strategists (Current Portfolio) buys Microsoft Corp, Intuitive Surgical Inc, WestRock Co, Illumina Inc, YETI Holdings Inc, sells Fiserv Inc, Bank of America Corp, Republic Services Inc, Abiomed Inc, Cantel Medical Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Peloton Wealth Strategists. As of 2020Q1, Peloton Wealth Strategists owns 51 stocks with a total value of $102 million. These are the details of the buys and sells.

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
  1. Mastercard Inc (MA) - 31,420 shares, 7.43% of the total portfolio. Shares reduced by 12.7%
  2. Alphabet Inc (GOOGL) - 3,450 shares, 3.92% of the total portfolio. Shares reduced by 11.08%
  3. Salesforce.com Inc (CRM) - 26,200 shares, 3.69% of the total portfolio. Shares reduced by 6.76%
  4. Starbucks Corp (SBUX) - 52,650 shares, 3.39% of the total portfolio. Shares reduced by 6.23%
  5. WestRock Co (WRK) - 121,400 shares, 3.36% of the total portfolio. Shares added by 65.94%
New Purchase: Intuitive Surgical Inc (ISRG)

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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