CAMG
PLAN

CWA Asset Management Group’s Anaplan, Inc. PLAN Stock Holding History

CWA Asset Management Group’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
-40,597
Closed -$2.92M – 304
2020
Q4 		$2.92M Buy
40,597
+12,006
+42% +$781K 0.31% 83
2020
Q3 		$1.79M Buy
28,591
+8,669
+44% +$447K 0.24% 80
2020
Q2 		$903K Buy
+19,922
New +$834K 0.16% 85

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

CWA Asset Management Group's PLAN Position: Q1 2021 in Review

CWA Asset Management Group sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 40,597 shares — an estimated $2.92M sold.

CWA Asset Management Group first reported a position in PLAN in Q2 2020 and held it in 3 quarters. The position peaked at $2.92M in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

  • CWA Asset Management Group reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
  • CWA Asset Management Group sold 40,597 Anaplan, Inc. shares in Q1 2021, an estimated $2.92M.
  • CWA Asset Management Group first reported a position in Anaplan, Inc. in Q2 2020 and held it in 3 quarters.
  • CWA Asset Management Group's Anaplan, Inc. position peaked at $2.92M in Q4 2020.
  • 304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on CWA Asset Management Group's 13F filing for Q1 2021, filed 17 May 2021.