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Bartlett & Co Wealth Management’s Planet Fitness PLNT Stock Holding History

Bartlett & Co 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
2021
Q3 		– Sell
-2
Closed -$151 – 1041
2021
Q2 		$151 Hold
2
– – ﹤0.01% 1061
2021
Q1 		$155 Hold
2
– – ﹤0.01% 1093
2020
Q4 		$155 Buy
+2
New +$140 ﹤0.01% 1195

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bartlett & Co Wealth Management's PLNT Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Planet Fitness (PLNT) in Q3 2021, closing a stake of 2 shares — an estimated $151 sold.

Bartlett & Co Wealth Management first reported a position in PLNT in Q4 2020 and held it in 3 quarters. The position peaked at $155 in Q1 2021. 304 funds tracked by Wall St. Rank hold PLNT as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining Planet Fitness position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2 Planet Fitness shares in Q3 2021, an estimated $151.
  • Bartlett & Co Wealth Management first reported a position in Planet Fitness in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Planet Fitness position peaked at $155 in Q1 2021.
  • 304 funds tracked by Wall St. Rank held Planet Fitness as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.