Selective Wealth Management’s Planet Fitness PLNT Stock Holding History

Selective 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
2022 Q4	–	Sell	-250	Closed	-$14K	–	566
2022 Q3	$14K	Buy	250 +50	+25%	+$3.6K	0.01%	476
2022 Q2	$14K	Hold	200	–	–	0.01%	521
2022 Q1	$17K	Buy	200 +50	+33%	+$4.34K	0.01%	478
2021 Q4	$14K	Hold	150	–	–	0.01%	453
2021 Q3	$12K	Hold	150	–	–	0.01%	416
2021 Q2	$11K	Hold	150	–	–	0.01%	336
2021 Q1	$12K	Hold	150	–	–	0.01%	237
2020 Q4	$12K	Hold	150	–	–	0.01%	226
2020 Q3	$9K	Hold	150	–	–	0.01%	207
2020 Q2	$9K	Hold	150	–	–	0.01%	246
2020 Q1	$7K	Buy	+150	New	+$10.5K	0.01%	178

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Selective Wealth Management's PLNT Position: Q4 2022 in Review

Selective Wealth Management sold out of Planet Fitness (PLNT) in Q4 2022, closing a stake of 250 shares — an estimated $14K sold.

Selective Wealth Management first reported a position in PLNT in Q1 2020 and held it in 11 quarters. The position peaked at $17K in Q1 2022. 323 funds tracked by Wall St. Rank hold PLNT as of Q4 2022.

Selective Wealth Management reported no remaining Planet Fitness position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 250 Planet Fitness shares in Q4 2022, an estimated $14K.
Selective Wealth Management first reported a position in Planet Fitness in Q1 2020 and held it in 11 quarters.
Selective Wealth Management's Planet Fitness position peaked at $17K in Q1 2022.
323 funds tracked by Wall St. Rank held Planet Fitness as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.