AC
PLAN

Alexandria Capital’s Anaplan, Inc. PLAN Stock Holding History

Alexandria Capital’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
Q3 		$3.04M Buy
49,914
+1,743
+4% +$104K 0.28% 102
2021
Q2 		$2.57M Buy
48,171
+5,712
+13% +$318K 0.24% 109
2021
Q1 		$2.29M Buy
42,459
+6,830
+19% +$461K 0.23% 114
2020
Q4 		$2.56M Sell
35,629
-22
-0.1% -$1.43K 0.27% 105
2020
Q3 		$2.23M Buy
35,651
+2,775
+8% +$143K 0.27% 104
2020
Q2 		$1.49M Buy
32,876
+13,584
+70% +$569K 0.19% 120
2020
Q1 		$584K Buy
19,292
+1,812
+10% +$90.4K 0.1% 151
2019
Q4 		$916K Buy
+17,480
New +$867K 0.12% 141

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 $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Alexandria Capital's PLAN Position: Q3 2021 in Review

Alexandria Capital increased its Anaplan, Inc. (PLAN) stake by 3.6% in Q3 2021, buying an estimated $104K and bringing the position to 49,914 shares worth $3.04M. The position accounts for 0.28% of the portfolio, ranked #102.

Alexandria Capital first reported a position in PLAN in Q4 2019 and has held it in 8 quarters since. 313 funds tracked by Wall St. Rank hold PLAN as of Q3 2021.

  • Alexandria Capital held 49,914 shares of Anaplan, Inc. worth $3.04M as of Q3 2021.
  • Alexandria Capital bought 1,743 Anaplan, Inc. shares in Q3 2021, an estimated $104K.
  • Anaplan, Inc. made up 0.28% of Alexandria Capital's portfolio in Q3 2021, its #102 holding.
  • Alexandria Capital first reported a position in Anaplan, Inc. in Q4 2019 and has held it in 8 quarters since.
  • 313 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2021.

Based on Alexandria Capital's 13F filing for Q3 2021, filed 2 Dec 2021.