AG
PLAN

Advisor Group’s Anaplan, Inc. PLAN Stock Holding History

Advisor Group’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4K Sell
65
-561
-90% -$27.8K ﹤0.01% 4802
2019
Q3 		$30K Sell
626
-25,543
-98% -$1.39M ﹤0.01% 3724
2019
Q2 		$1.32M Buy
26,169
+24,080
+1,153% +$995K 0.01% 954
2019
Q1 		$82K Buy
2,089
+565
+37% +$19K ﹤0.01% 3030
2018
Q4 		$41K Buy
+1,524
New +$37.7K ﹤0.01% 3338

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Advisor Group's PLAN Position: Q4 2019 in Review

Advisor Group reduced its Anaplan, Inc. (PLAN) stake by 90% in Q4 2019, selling an estimated $27.8K and leaving 65 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4802.

Advisor Group first reported a position in PLAN in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.32M in Q2 2019. 252 funds tracked by Wall St. Rank hold PLAN as of Q4 2019.

  • Advisor Group held 65 shares of Anaplan, Inc. worth $4K as of Q4 2019.
  • Advisor Group sold 561 Anaplan, Inc. shares in Q4 2019, an estimated $27.8K.
  • Anaplan, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4802 holding.
  • Advisor Group first reported a position in Anaplan, Inc. in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's Anaplan, Inc. position peaked at $1.32M in Q2 2019.
  • 252 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.