VFA
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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 – 1461
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% 2020
2020
Q2 		$1K Buy
12
+4
+50% +$240 ﹤0.01% 1931
2020
Q1 		$0 Hold
8
– – ﹤0.01% 1894
2019
Q4 		$1K Hold
8
– – ﹤0.01% 1558
2019
Q3 		$0 Sell
8
-14
-64% -$987 ﹤0.01% 1646
2019
Q2 		$2K Buy
+22
New +$1.66K ﹤0.01% 1422
2018
Q3 		– Sell
-100
Closed -$5K – 1840
2018
Q2 		$5K Buy
+100
New +$4.1K ﹤0.01% 1146

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Ameriprise
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JP Morgan Chase
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return