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Strategic Wealth Partners’s Planet Fitness PLNT Stock Holding History

Strategic Wealth Partners’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
Q3 		– Sell
-11,845
Closed -$799K – 295
2023
Q2 		$799K Sell
11,845
-300
-2% -$21.5K 0.1% 165
2023
Q1 		$943K Buy
12,145
+417
+4% +$33.3K 0.14% 133
2022
Q4 		$924K Buy
11,728
+679
+6% +$47.4K 0.17% 126
2022
Q3 		$637K Sell
11,049
-453
-4% -$32.6K 0.14% 156
2022
Q2 		$782K Buy
11,502
+1,989
+21% +$147K 0.17% 133
2022
Q1 		$804K Sell
9,513
-300
-3% -$26K 0.16% 144
2021
Q4 		$889K Buy
9,813
+1,450
+17% +$124K 0.17% 147
2021
Q3 		$657K Buy
+8,363
New +$636K 0.19% 142

Other funds holding PLNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $10.8B AUM 34.05% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Wealth Partners's PLNT Position: Q3 2023 in Review

Strategic Wealth Partners sold out of Planet Fitness (PLNT) in Q3 2023, closing a stake of 11,845 shares — an estimated $799K sold.

Strategic Wealth Partners first reported a position in PLNT in Q3 2021 and held it in 8 quarters. The position peaked at $943K in Q1 2023. 319 funds tracked by Wall St. Rank hold PLNT as of Q3 2023.

  • Strategic Wealth Partners reported no remaining Planet Fitness position as of Q3 2023 after selling out during the quarter.
  • Strategic Wealth Partners sold 11,845 Planet Fitness shares in Q3 2023, an estimated $799K.
  • Strategic Wealth Partners first reported a position in Planet Fitness in Q3 2021 and held it in 8 quarters.
  • Strategic Wealth Partners's Planet Fitness position peaked at $943K in Q1 2023.
  • 319 funds tracked by Wall St. Rank held Planet Fitness as of Q3 2023.

Based on Strategic Wealth Partners's 13F filing for Q3 2023, filed 20 May 2024.