CAAS
PLAN

Capital Asset Advisory Services’s Anaplan, Inc. PLAN Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-200
Closed -$14K – 1622
2020
Q4 		$14K Buy
+200
New +$13K ﹤0.01% 1007

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Capital Asset Advisory Services's PLAN Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 200 shares — an estimated $14K sold.

Capital Asset Advisory Services first reported a position in PLAN in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 200 Anaplan, Inc. shares in Q1 2021, an estimated $14K.
  • Capital Asset Advisory Services first reported a position in Anaplan, Inc. in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Anaplan, Inc. position peaked at $14K in Q4 2020.
  • 304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.