Certified Advisory Corp’s Anaplan, Inc. PLAN Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-15	Closed	-$1K	–	790
2021 Q1	$1K	Buy	+15	New	+$1.01K	﹤0.01%	770

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Certified Advisory Corp's PLAN Position: Q2 2021 in Review

Certified Advisory Corp sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in PLAN in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

Certified Advisory Corp reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 15 Anaplan, Inc. shares in Q2 2021, an estimated $1K.
Certified Advisory Corp first reported a position in Anaplan, Inc. in Q1 2021 and held it in 1 quarter.
Certified Advisory Corp's Anaplan, Inc. position peaked at $1K in Q1 2021.
282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.