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Valeo Financial Advisors’s Planet Fitness PLNT Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-8
Closed -$1K – 1458
2021
Q1 		$1K Sell
8
-10
-56% -$794 ﹤0.01% 1918
2020
Q4 		$1K Buy
18
+10
+125% +$699 ﹤0.01% 1598
2020
Q3 		$0 Sell
8
-4
-33% -$230 ﹤0.01% 2003
2020
Q2 		$1K Buy
12
+4
+50% +$240 ﹤0.01% 1931
2020
Q1 		$0 Hold
8
– – ﹤0.01% 1885
2019
Q4 		$1K Hold
8
– – ﹤0.01% 1558
2019
Q3 		$0 Sell
8
-14
-64% -$987 ﹤0.01% 1641
2019
Q2 		$2K Buy
+22
New +$1.66K ﹤0.01% 1422
2018
Q3 		– Sell
-100
Closed -$5K – 1837
2018
Q2 		$5K Buy
+100
New +$4.1K ﹤0.01% 1146

Other funds holding PLNT

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Valeo Financial Advisors's PLNT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Planet Fitness (PLNT) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in PLNT in Q2 2018 and held it in 9 quarters. The position peaked at $5K in Q2 2018. 313 funds tracked by Wall St. Rank hold PLNT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Planet Fitness position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 8 Planet Fitness shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Planet Fitness in Q2 2018 and held it in 9 quarters.
  • Valeo Financial Advisors's Planet Fitness position peaked at $5K in Q2 2018.
  • 313 funds tracked by Wall St. Rank held Planet Fitness as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.