COCM
PLAN

Charter Oak Capital Management’s Anaplan, Inc. PLAN Stock Holding History

Charter Oak Capital Management’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 		– Sell
-333
Closed -$18K – 912
2021
Q2 		$18K Buy
+333
New +$18.5K ﹤0.01% 482

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 $704M AUM 6.25% 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

Charter Oak Capital Management's PLAN Position: Q3 2021 in Review

Charter Oak Capital Management sold out of Anaplan, Inc. (PLAN) in Q3 2021, closing a stake of 333 shares — an estimated $18K sold.

Charter Oak Capital Management first reported a position in PLAN in Q2 2021 and held it in 1 quarter. The position peaked at $18K in Q2 2021. 313 funds tracked by Wall St. Rank hold PLAN as of Q3 2021.

  • Charter Oak Capital Management reported no remaining Anaplan, Inc. position as of Q3 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 333 Anaplan, Inc. shares in Q3 2021, an estimated $18K.
  • Charter Oak Capital Management first reported a position in Anaplan, Inc. in Q2 2021 and held it in 1 quarter.
  • Charter Oak Capital Management's Anaplan, Inc. position peaked at $18K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2021.

Based on Charter Oak Capital Management's 13F filing for Q3 2021, filed 8 Nov 2021.