ACM
PLAN

Advisors Capital Management’s Anaplan, Inc. PLAN Stock Holding History

Advisors Capital Management’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
2021
Q2 		– Sell
-5,371
Closed -$289K – 398
2021
Q1 		$289K Buy
+5,371
New +$362K 0.01% 315

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Advisors Capital Management's PLAN Position: Q2 2021 in Review

Advisors Capital Management sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 5,371 shares — an estimated $289K sold.

Advisors Capital Management first reported a position in PLAN in Q1 2021 and held it in 1 quarter. The position peaked at $289K in Q1 2021. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • Advisors Capital Management reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • Advisors Capital Management sold 5,371 Anaplan, Inc. shares in Q2 2021, an estimated $289K.
  • Advisors Capital Management first reported a position in Anaplan, Inc. in Q1 2021 and held it in 1 quarter.
  • Advisors Capital Management's Anaplan, Inc. position peaked at $289K in Q1 2021.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Advisors Capital Management's 13F filing for Q2 2021, filed 2 Aug 2021.