Asset Management One’s Anaplan, Inc. PLAN Stock Holding History

Asset Management One’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	-2,311	Closed	-$124K	–	1086
2021 Q1	$124K	Hold	2,311	–	–	﹤0.01%	980
2020 Q4	$169K	Buy	+2,311	New	+$150K	﹤0.01%	950

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Asset Management One's PLAN Position: Q2 2021 in Review

Asset Management One sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 2,311 shares — an estimated $124K sold.

Asset Management One first reported a position in PLAN in Q4 2020 and held it in 2 quarters. The position peaked at $169K in Q4 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

Asset Management One reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
Asset Management One sold 2,311 Anaplan, Inc. shares in Q2 2021, an estimated $124K.
Asset Management One first reported a position in Anaplan, Inc. in Q4 2020 and held it in 2 quarters.
Asset Management One's Anaplan, Inc. position peaked at $169K in Q4 2020.
282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Asset Management One's 13F filing for Q2 2021, filed 3 Aug 2021.