DTIM
PLAN

Danda Trouve Investment Management’s Anaplan, Inc. PLAN Stock Holding History

Danda Trouve Investment 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
Q4 		– Sell
-403
Closed -$25K – 175
2021
Q3 		$25K Buy
+403
New +$24K 0.03% 97

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 $6.73T AUM 46.02% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Danda Trouve Investment Management's PLAN Position: Q4 2021 in Review

Danda Trouve Investment Management sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 403 shares — an estimated $25K sold.

Danda Trouve Investment Management first reported a position in PLAN in Q3 2021 and held it in 1 quarter. The position peaked at $25K in Q3 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • Danda Trouve Investment Management reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
  • Danda Trouve Investment Management sold 403 Anaplan, Inc. shares in Q4 2021, an estimated $25K.
  • Danda Trouve Investment Management first reported a position in Anaplan, Inc. in Q3 2021 and held it in 1 quarter.
  • Danda Trouve Investment Management's Anaplan, Inc. position peaked at $25K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Danda Trouve Investment Management's 13F filing for Q4 2021, filed 1 Feb 2022.