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Venturi Wealth Management’s Planet Fitness PLNT Stock Holding History

Venturi 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
2025
Q1 		– Sell
-273
Closed -$27K – 1494
2024
Q4 		$27K Hold
273
– – ﹤0.01% 1191
2024
Q3 		$22.2K Buy
273
+149
+120% +$11.7K ﹤0.01% 989
2024
Q2 		$9.13K Sell
124
-210
-63% -$13.6K ﹤0.01% 1122
2024
Q1 		$20.9K Buy
334
+146
+78% +$9.76K ﹤0.01% 728
2023
Q4 		$13.7K Buy
188
+42
+29% +$2.58K ﹤0.01% 801
2023
Q3 		$7.18K Buy
+146
New +$8.83K ﹤0.01% 870

Other funds holding PLNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Venturi Wealth Management's PLNT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Planet Fitness (PLNT) in Q1 2025, closing a stake of 273 shares — an estimated $27K sold.

Venturi Wealth Management first reported a position in PLNT in Q3 2023 and held it in 6 quarters. The position peaked at $27K in Q4 2024. 405 funds tracked by Wall St. Rank hold PLNT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Planet Fitness position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 273 Planet Fitness shares in Q1 2025, an estimated $27K.
  • Venturi Wealth Management first reported a position in Planet Fitness in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Planet Fitness position peaked at $27K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Planet Fitness as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.