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Accurate Wealth Management’s Planet Fitness PLNT Stock Holding History

Accurate Wealth Management’s Portfolio PLNT Stock Details PLNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,018
Closed -$1.02M – 401
2024
Q4 		$1.02M Buy
10,018
+2,199
+28% +$201K 0.2% 119
2024
Q3 		$647K Buy
7,819
+1,591
+26% +$125K 0.13% 159
2024
Q2 		$476K Buy
6,228
+1,585
+34% +$103K 0.11% 171
2024
Q1 		$272K Buy
+4,643
New +$310K 0.08% 232
2022
Q1 		– Sell
-7,402
Closed -$825K – 193
2021
Q4 		$825K Hold
7,402
– – 0.67% 36
2021
Q3 		$825K Buy
+7,402
New +$563K 0.72% 37

Other funds holding PLNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Accurate Wealth Management's PLNT Position: Q1 2025 in Review

Accurate Wealth Management sold out of Planet Fitness (PLNT) in Q1 2025, closing a stake of 10,018 shares — an estimated $1.02M sold.

Accurate Wealth Management first reported a position in PLNT in Q3 2021 and held it in 6 quarters. The position peaked at $1.02M in Q4 2024. 405 funds tracked by Wall St. Rank hold PLNT as of Q1 2025.

  • Accurate Wealth Management reported no remaining Planet Fitness position as of Q1 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 10,018 Planet Fitness shares in Q1 2025, an estimated $1.02M.
  • Accurate Wealth Management first reported a position in Planet Fitness in Q3 2021 and held it in 6 quarters.
  • Accurate Wealth Management's Planet Fitness position peaked at $1.02M in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Planet Fitness as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.