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Regal Investment Advisors’s Planet Fitness PLNT Stock Holding History

Regal Investment 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
Q2 		– Sell
-4,309
Closed -$335K – 538
2023
Q1 		$335K Buy
+4,309
New +$344K 0.03% 361

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Vanguard Group
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SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Regal Investment Advisors's PLNT Position: Q2 2023 in Review

Regal Investment Advisors sold out of Planet Fitness (PLNT) in Q2 2023, closing a stake of 4,309 shares — an estimated $335K sold.

Regal Investment Advisors first reported a position in PLNT in Q1 2023 and held it in 1 quarter. The position peaked at $335K in Q1 2023. 322 funds tracked by Wall St. Rank hold PLNT as of Q2 2023.

  • Regal Investment Advisors reported no remaining Planet Fitness position as of Q2 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 4,309 Planet Fitness shares in Q2 2023, an estimated $335K.
  • Regal Investment Advisors first reported a position in Planet Fitness in Q1 2023 and held it in 1 quarter.
  • Regal Investment Advisors's Planet Fitness position peaked at $335K in Q1 2023.
  • 322 funds tracked by Wall St. Rank held Planet Fitness as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.