Austin Private Wealth’s Anaplan, Inc. PLAN Stock Holding History

Austin Private Wealth’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
2020 Q3	–	Sell	-10,000	Closed	-$453K	–	100
2020 Q2	$453K	Sell	10,000 -3,000	-23%	-$126K	0.2%	43
2020 Q1	$393K	Sell	13,000 -1,000	-7%	-$49.9K	0.24%	41
2019 Q4	$734K	Buy	+14,000	New	+$695K	0.38%	29

Other funds holding PLAN

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Austin Private Wealth's PLAN Position: Q3 2020 in Review

Austin Private Wealth sold out of Anaplan, Inc. (PLAN) in Q3 2020, closing a stake of 10,000 shares — an estimated $453K sold.

Austin Private Wealth first reported a position in PLAN in Q4 2019 and held it in 3 quarters. The position peaked at $734K in Q4 2019. 273 funds tracked by Wall St. Rank hold PLAN as of Q3 2020.

Austin Private Wealth reported no remaining Anaplan, Inc. position as of Q3 2020 after selling out during the quarter.
Austin Private Wealth sold 10,000 Anaplan, Inc. shares in Q3 2020, an estimated $453K.
Austin Private Wealth first reported a position in Anaplan, Inc. in Q4 2019 and held it in 3 quarters.
Austin Private Wealth's Anaplan, Inc. position peaked at $734K in Q4 2019.
273 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2020.

Based on Austin Private Wealth's 13F filing for Q3 2020, filed 10 Nov 2020.