CIBC World Market’s Anaplan, Inc. PLAN Stock Holding History

CIBC World Market’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	-9,877	Closed	-$710K	–	1451
2020 Q4	$710K	Buy	+9,877	New	+$642K	﹤0.01%	844

Other funds holding PLAN

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

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

CIBC World Market's PLAN Position: Q1 2021 in Review

CIBC World Market sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 9,877 shares — an estimated $710K sold.

CIBC World Market first reported a position in PLAN in Q4 2020 and held it in 1 quarter. The position peaked at $710K in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

CIBC World Market reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
CIBC World Market sold 9,877 Anaplan, Inc. shares in Q1 2021, an estimated $710K.
CIBC World Market first reported a position in Anaplan, Inc. in Q4 2020 and held it in 1 quarter.
CIBC World Market's Anaplan, Inc. position peaked at $710K in Q4 2020.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on CIBC World Market's 13F filing for Q1 2021, filed 11 May 2021.