AII
PLAN

AGF Investments Inc’s Anaplan, Inc. PLAN Stock Holding History

AGF Investments Inc’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
Q4 		– Sell
-150
Closed -$9K – 801
2021
Q3 		$9K Buy
+150
New +$8.93K ﹤0.01% 699
2020
Q2 		– Sell
-6,262
Closed -$189K – 924
2020
Q1 		$189K Buy
+6,262
New +$312K ﹤0.01% 614

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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

AGF Investments Inc's PLAN Position: Q4 2021 in Review

AGF Investments Inc sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 150 shares — an estimated $9K sold.

AGF Investments Inc first reported a position in PLAN in Q1 2020 and held it in 2 quarters. The position peaked at $189K in Q1 2020. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • AGF Investments Inc reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
  • AGF Investments Inc sold 150 Anaplan, Inc. shares in Q4 2021, an estimated $9K.
  • AGF Investments Inc first reported a position in Anaplan, Inc. in Q1 2020 and held it in 2 quarters.
  • AGF Investments Inc's Anaplan, Inc. position peaked at $189K in Q1 2020.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on AGF Investments Inc's 13F filing for Q4 2021, filed 1 Feb 2022.