AIM
PLAN

Arcadia Investment Management’s Anaplan, Inc. PLAN Stock Holding History

Arcadia Investment 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
-100
Closed -$5K – 318
2021
Q1 		$5K Hold
100
– – ﹤0.01% 265
2020
Q4 		$7K Hold
100
– – ﹤0.01% 240
2020
Q3 		$6K Hold
100
– – ﹤0.01% 263
2020
Q2 		$5K Hold
100
– – ﹤0.01% 260
2020
Q1 		$3K Hold
100
– – ﹤0.01% 287
2019
Q4 		$5K Hold
100
– – ﹤0.01% 274
2019
Q3 		$5K Buy
+100
New +$5.43K ﹤0.01% 282

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 $500M AUM 25.3% 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

Arcadia Investment Management's PLAN Position: Q2 2021 in Review

Arcadia Investment Management sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 100 shares — an estimated $5K sold.

Arcadia Investment Management first reported a position in PLAN in Q3 2019 and held it in 7 quarters. The position peaked at $7K in Q4 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • Arcadia Investment Management reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • Arcadia Investment Management sold 100 Anaplan, Inc. shares in Q2 2021, an estimated $5K.
  • Arcadia Investment Management first reported a position in Anaplan, Inc. in Q3 2019 and held it in 7 quarters.
  • Arcadia Investment Management's Anaplan, Inc. position peaked at $7K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

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