SWM
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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 – 567
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $115M AUM 17.95% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return