BRWA
PLAN

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

B. Riley 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
2019
Q3 		– Sell
-4,800
Closed -$243K – 864
2019
Q2 		$243K Buy
+4,800
New +$198K 0.03% 648

Other funds holding PLAN

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

B. Riley Wealth Advisors's PLAN Position: Q3 2019 in Review

B. Riley Wealth Advisors sold out of Anaplan, Inc. (PLAN) in Q3 2019, closing a stake of 4,800 shares — an estimated $243K sold.

B. Riley Wealth Advisors first reported a position in PLAN in Q2 2019 and held it in 1 quarter. The position peaked at $243K in Q2 2019. 212 funds tracked by Wall St. Rank hold PLAN as of Q3 2019.

  • B. Riley Wealth Advisors reported no remaining Anaplan, Inc. position as of Q3 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,800 Anaplan, Inc. shares in Q3 2019, an estimated $243K.
  • B. Riley Wealth Advisors first reported a position in Anaplan, Inc. in Q2 2019 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Anaplan, Inc. position peaked at $243K in Q2 2019.
  • 212 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.