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Heritage Wealth Management (Arizona)’s Planet Fitness PLNT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$23.6K Buy
300
+150
+100% +$10.5K ﹤0.01% 633
2022
Q3 		$9K Hold
150
– – ﹤0.01% 672
2022
Q2 		$10.2K Sell
150
-78
-34% -$5.76K ﹤0.01% 662
2022
Q1 		$19K Buy
+228
New +$19.8K 0.01% 611
2021
Q3 		$18K Hold
228
– – 0.01% 572
2021
Q2 		$17K Buy
+228
New +$18.1K 0.01% 586

Other funds holding PLNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PLNT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Planet Fitness (PLNT) stake by 100% in Q4 2022, buying an estimated $10.5K and bringing the position to 300 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Heritage Wealth Management (Arizona) first reported a position in PLNT in Q2 2021 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold PLNT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 300 shares of Planet Fitness worth $23.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 150 Planet Fitness shares in Q4 2022, an estimated $10.5K.
  • Planet Fitness made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #633 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Planet Fitness in Q2 2021 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held Planet Fitness as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.