Bank Julius Baer & Co
PLAN

Bank Julius Baer & Co’s Anaplan, Inc. PLAN Stock Holding History

Bank Julius Baer & Co’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
Q2 		– Sell
-17,570
Closed -$532K – 764
2020
Q1 		$532K Buy
+17,570
New +$876K 0.01% 307

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BlackRock
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Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return

Bank Julius Baer & Co's PLAN Position: Q2 2020 in Review

Bank Julius Baer & Co sold out of Anaplan, Inc. (PLAN) in Q2 2020, closing a stake of 17,570 shares — an estimated $532K sold.

Bank Julius Baer & Co first reported a position in PLAN in Q1 2020 and held it in 1 quarter. The position peaked at $532K in Q1 2020. 261 funds tracked by Wall St. Rank hold PLAN as of Q2 2020.

  • Bank Julius Baer & Co reported no remaining Anaplan, Inc. position as of Q2 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 17,570 Anaplan, Inc. shares in Q2 2020, an estimated $532K.
  • Bank Julius Baer & Co first reported a position in Anaplan, Inc. in Q1 2020 and held it in 1 quarter.
  • Bank Julius Baer & Co's Anaplan, Inc. position peaked at $532K in Q1 2020.
  • 261 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2020.

Based on Bank Julius Baer & Co's 13F filing for Q2 2020, filed 10 Aug 2020.