AWM
PLAN

Avior Wealth Management’s Anaplan, Inc. PLAN Stock Holding History

Avior Wealth 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
Q1 		– Sell
-8,551
Closed -$614K – 1180
2020
Q4 		$614K Buy
8,551
+11
+0.1% +$715 0.08% 223
2020
Q3 		$534K Buy
8,540
+530
+7% +$27.3K 0.08% 224
2020
Q2 		$362K Buy
8,010
+1,000
+14% +$41.9K 0.06% 303
2020
Q1 		$212K Buy
+7,010
New +$350K 0.04% 331

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Avior Wealth Management's PLAN Position: Q1 2021 in Review

Avior Wealth Management sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 8,551 shares — an estimated $614K sold.

Avior Wealth Management first reported a position in PLAN in Q1 2020 and held it in 4 quarters. The position peaked at $614K in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

  • Avior Wealth Management reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
  • Avior Wealth Management sold 8,551 Anaplan, Inc. shares in Q1 2021, an estimated $614K.
  • Avior Wealth Management first reported a position in Anaplan, Inc. in Q1 2020 and held it in 4 quarters.
  • Avior Wealth Management's Anaplan, Inc. position peaked at $614K in Q4 2020.
  • 304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.