Polaris Wealth Advisory Group’s Planet Fitness PLNT Stock Holding History

Polaris Wealth Advisory Group’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	-14,785	Closed	-$1.18M	–	192
2021 Q3	$1.18M	Buy	+14,785	New	+$1.12M	0.07%	102
2021 Q2	–	Sell	-90,555	Closed	-$7.76M	–	199
2021 Q1	$7.76M	Buy	+90,555	New	+$7.19M	0.5%	64
2020 Q4	–	Sell	-63,556	Closed	-$3.97M	–	206
2020 Q3	$3.97M	Buy	+63,556	New	+$3.65M	0.37%	71

Other funds holding PLNT

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Polaris Wealth Advisory Group's PLNT Position: Q4 2021 in Review

Polaris Wealth Advisory Group sold out of Planet Fitness (PLNT) in Q4 2021, closing a stake of 14,785 shares — an estimated $1.18M sold.

Polaris Wealth Advisory Group first reported a position in PLNT in Q3 2020 and held it in 3 quarters. The position peaked at $7.76M in Q1 2021. 337 funds tracked by Wall St. Rank hold PLNT as of Q4 2021.

Polaris Wealth Advisory Group reported no remaining Planet Fitness position as of Q4 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 14,785 Planet Fitness shares in Q4 2021, an estimated $1.18M.
Polaris Wealth Advisory Group first reported a position in Planet Fitness in Q3 2020 and held it in 3 quarters.
Polaris Wealth Advisory Group's Planet Fitness position peaked at $7.76M in Q1 2021.
337 funds tracked by Wall St. Rank held Planet Fitness as of Q4 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2021, filed 26 Jan 2022.