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

Avitas 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 Q2	–	Sell	-23,444	Closed	-$1.26M	–	227
2021 Q1	$1.26M	Buy	23,444 +13,602	+138%	+$917K	0.25%	120
2020 Q4	$707K	Buy	9,842 +4,576	+87%	+$298K	0.14%	169
2020 Q3	$330K	Buy	5,266 +301	+6%	+$15.5K	0.09%	171
2020 Q2	$225K	Buy	+4,965	New	+$208K	0.07%	164
2020 Q1	–	Sell	-8,862	Closed	-$464K	–	184
2019 Q4	$464K	Buy	+8,862	New	+$440K	0.12%	147

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

Avitas Wealth Management's PLAN Position: Q2 2021 in Review

Avitas Wealth Management sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 23,444 shares — an estimated $1.26M sold.

Avitas Wealth Management first reported a position in PLAN in Q4 2019 and held it in 5 quarters. The position peaked at $1.26M in Q1 2021. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

Avitas Wealth Management reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
Avitas Wealth Management sold 23,444 Anaplan, Inc. shares in Q2 2021, an estimated $1.26M.
Avitas Wealth Management first reported a position in Anaplan, Inc. in Q4 2019 and held it in 5 quarters.
Avitas Wealth Management's Anaplan, Inc. position peaked at $1.26M in Q1 2021.
282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.