Values First Advisors’s Planet Fitness PLNT Stock Holding History

Values First 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
2025 Q1	–	Sell	-2,298	Closed	-$227K	–	218
2024 Q4	$227K	Buy	+2,298	New	+$210K	0.13%	158

Other funds holding PLNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Values First Advisors's PLNT Position: Q1 2025 in Review

Values First Advisors sold out of Planet Fitness (PLNT) in Q1 2025, closing a stake of 2,298 shares — an estimated $227K sold.

Values First Advisors first reported a position in PLNT in Q4 2024 and held it in 1 quarter. The position peaked at $227K in Q4 2024. 405 funds tracked by Wall St. Rank hold PLNT as of Q1 2025.

Values First Advisors reported no remaining Planet Fitness position as of Q1 2025 after selling out during the quarter.
Values First Advisors sold 2,298 Planet Fitness shares in Q1 2025, an estimated $227K.
Values First Advisors first reported a position in Planet Fitness in Q4 2024 and held it in 1 quarter.
Values First Advisors's Planet Fitness position peaked at $227K in Q4 2024.
405 funds tracked by Wall St. Rank held Planet Fitness as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.