BIA
PLAN

Bell Investment Advisors’s Anaplan, Inc. PLAN Stock Holding History

Bell Investment 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
2021
Q4 		$1K Sell
22
-1
-4% -$55 ﹤0.01% 1731
2021
Q3 		$1K Buy
+23
New +$1.37K ﹤0.01% 1685

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Bell Investment Advisors's PLAN Position: Q4 2021 in Review

Bell Investment Advisors reduced its Anaplan, Inc. (PLAN) stake by 4.3% in Q4 2021, selling an estimated $55 and leaving 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Bell Investment Advisors first reported a position in PLAN in Q3 2021 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • Bell Investment Advisors held 22 shares of Anaplan, Inc. worth $1K as of Q4 2021.
  • Bell Investment Advisors sold 1 Anaplan, Inc. share in Q4 2021, an estimated $55.
  • Anaplan, Inc. made up ﹤0.01% of Bell Investment Advisors's portfolio in Q4 2021, its #1731 holding.
  • Bell Investment Advisors first reported a position in Anaplan, Inc. in Q3 2021 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Bell Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.