BCA
PLAN

Berman Capital Advisors’s Anaplan, Inc. PLAN Stock Holding History

Berman Capital 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
Q3 		$32K Sell
527
-171
-24% -$10.2K 0.01% 847
2021
Q2 		$36K Sell
698
-2,881
-80% -$160K 0.01% 709
2021
Q1 		$192K Buy
3,579
+3,575
+89,375% +$241K 0.04% 195
2020
Q4 		$0 Buy
+4
New +$260 ﹤0.01% 1892

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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Berman Capital Advisors's PLAN Position: Q3 2021 in Review

Berman Capital Advisors reduced its Anaplan, Inc. (PLAN) stake by 24% in Q3 2021, selling an estimated $10.2K and leaving 527 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #847.

Berman Capital Advisors first reported a position in PLAN in Q4 2020 and has held it in 4 quarters since. The position peaked at $192K in Q1 2021. 313 funds tracked by Wall St. Rank hold PLAN as of Q3 2021.

  • Berman Capital Advisors held 527 shares of Anaplan, Inc. worth $32K as of Q3 2021.
  • Berman Capital Advisors sold 171 Anaplan, Inc. shares in Q3 2021, an estimated $10.2K.
  • Anaplan, Inc. made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #847 holding.
  • Berman Capital Advisors first reported a position in Anaplan, Inc. in Q4 2020 and has held it in 4 quarters since.
  • Berman Capital Advisors's Anaplan, Inc. position peaked at $192K in Q1 2021.
  • 313 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.