Heritage Wealth Advisors’s Planet Fitness PLNT Stock Holding History

Heritage Wealth Advisors’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
2023 Q4	–	Sell	-7	Closed	-$344	–	583
2023 Q3	$344	Buy	+7	New	+$423	﹤0.01%	492

Other funds holding PLNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Advisors's PLNT Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Planet Fitness (PLNT) in Q4 2023, closing a stake of 7 shares — an estimated $344 sold.

Heritage Wealth Advisors first reported a position in PLNT in Q3 2023 and held it in 1 quarter. The position peaked at $344 in Q3 2023. 342 funds tracked by Wall St. Rank hold PLNT as of Q4 2023.

Heritage Wealth Advisors reported no remaining Planet Fitness position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 7 Planet Fitness shares in Q4 2023, an estimated $344.
Heritage Wealth Advisors first reported a position in Planet Fitness in Q3 2023 and held it in 1 quarter.
Heritage Wealth Advisors's Planet Fitness position peaked at $344 in Q3 2023.
342 funds tracked by Wall St. Rank held Planet Fitness as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.