CIA
PLAN

CSat Investment Advisory’s Anaplan, Inc. PLAN Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-526
Closed -$33K – 1039
2020
Q3 		$33K Buy
526
+64
+14% +$3.3K ﹤0.01% 744
2020
Q2 		$21K Buy
+462
New +$19.3K ﹤0.01% 825

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

CSat Investment Advisory's PLAN Position: Q4 2020 in Review

CSat Investment Advisory sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 526 shares — an estimated $33K sold.

CSat Investment Advisory first reported a position in PLAN in Q2 2020 and held it in 2 quarters. The position peaked at $33K in Q3 2020. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

  • CSat Investment Advisory reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 526 Anaplan, Inc. shares in Q4 2020, an estimated $33K.
  • CSat Investment Advisory first reported a position in Anaplan, Inc. in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Anaplan, Inc. position peaked at $33K in Q3 2020.
  • 327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.