AWA
PLAN

Arkadios Wealth Advisors’s Anaplan, Inc. PLAN Stock Holding History

Arkadios Wealth Advisors’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
-759
Closed -$46K – 1926
2021
Q3 		$46K Buy
759
+728
+2,348% +$43.3K 0.01% 904
2021
Q2 		$1K Hold
31
– – ﹤0.01% 1933
2021
Q1 		$1K Hold
31
– – ﹤0.01% 1623
2020
Q4 		$2K Buy
+31
New +$2.02K ﹤0.01% 1293

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

Arkadios Wealth Advisors's PLAN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 759 shares — an estimated $46K sold.

Arkadios Wealth Advisors first reported a position in PLAN in Q4 2020 and held it in 4 quarters. The position peaked at $46K in Q3 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 759 Anaplan, Inc. shares in Q4 2021, an estimated $46K.
  • Arkadios Wealth Advisors first reported a position in Anaplan, Inc. in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Anaplan, Inc. position peaked at $46K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.