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Liberty Wealth Management’s Planet Fitness PLNT Stock Holding History

Liberty 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
Q4 		– Sell
-342
Closed -$29K – 845
2021
Q3 		$29K Buy
342
+272
+389% +$20.7K 0.01% 554
2021
Q2 		$5K Buy
70
+30
+75% +$2.39K ﹤0.01% 796
2021
Q1 		$2K Hold
40
– – ﹤0.01% 830
2020
Q4 		$2K Sell
40
-10
-20% -$699 ﹤0.01% 827
2020
Q3 		$3K Buy
+50
New +$2.88K ﹤0.01% 720

Other funds holding PLNT

Vanguard Group
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Liberty Wealth Management's PLNT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Planet Fitness (PLNT) in Q4 2021, closing a stake of 342 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in PLNT in Q3 2020 and held it in 5 quarters. The position peaked at $29K in Q3 2021. 337 funds tracked by Wall St. Rank hold PLNT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Planet Fitness position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 342 Planet Fitness shares in Q4 2021, an estimated $29K.
  • Liberty Wealth Management first reported a position in Planet Fitness in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Planet Fitness position peaked at $29K in Q3 2021.
  • 337 funds tracked by Wall St. Rank held Planet Fitness as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.