Institutional & Family Asset Management’s Planet Fitness PLNT Stock Holding History

Institutional & Family Asset 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
2024 Q1	–	Sell	-12	Closed	-$876	–	771
2023 Q4	$876	Hold	12	–	–	﹤0.01%	625
2023 Q3	$590	Sell	12 -5	-29%	-$302	﹤0.01%	654
2023 Q2	$1.15K	Buy	17 +4	+31%	+$287	﹤0.01%	616
2023 Q1	$1.01K	Buy	13 +3	+30%	+$240	﹤0.01%	628
2022 Q4	$788	Hold	10	–	–	﹤0.01%	622
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	665
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	683
2022 Q1	$1K	Sell	10 -13	-57%	-$1.13K	﹤0.01%	719
2021 Q4	$2K	Hold	23	–	–	﹤0.01%	680
2021 Q3	$2K	Sell	23 -17	-43%	-$1.29K	﹤0.01%	791
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	787
2021 Q1	$3K	Sell	40 -23	-37%	-$1.83K	﹤0.01%	759
2020 Q4	$5K	Sell	63 -2	-3%	-$140	﹤0.01%	652
2020 Q3	$4K	Hold	65	–	–	﹤0.01%	621
2020 Q2	$4K	Sell	65 -19	-23%	-$1.14K	﹤0.01%	614
2020 Q1	$4K	Hold	84	–	–	﹤0.01%	567
2019 Q4	$6K	Hold	84	–	–	﹤0.01%	577
2019 Q3	$5K	Hold	84	–	–	﹤0.01%	569
2019 Q2	$6K	Hold	84	–	–	﹤0.01%	564
2019 Q1	$6K	Hold	84	–	–	﹤0.01%	581
2018 Q4	$5K	Hold	84	–	–	﹤0.01%	589
2018 Q3	$5K	Hold	84	–	–	﹤0.01%	618
2018 Q2	$4K	Hold	84	–	–	﹤0.01%	639
2018 Q1	$3K	Buy	+84	New	+$2.94K	﹤0.01%	676

Other funds holding PLNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Institutional & Family Asset Management's PLNT Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Planet Fitness (PLNT) in Q1 2024, closing a stake of 12 shares — an estimated $876 sold.

Institutional & Family Asset Management first reported a position in PLNT in Q1 2018 and held it in 24 quarters. The position peaked at $6K in Q4 2019. 331 funds tracked by Wall St. Rank hold PLNT as of Q1 2024.

Institutional & Family Asset Management reported no remaining Planet Fitness position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 12 Planet Fitness shares in Q1 2024, an estimated $876.
Institutional & Family Asset Management first reported a position in Planet Fitness in Q1 2018 and held it in 24 quarters.
Institutional & Family Asset Management's Planet Fitness position peaked at $6K in Q4 2019.
331 funds tracked by Wall St. Rank held Planet Fitness as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.