Edge Wealth Management’s Anaplan, Inc. PLAN Stock Holding History

Edge Wealth 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
2020 Q3	–	Sell	-500	Closed	-$23K	–	661
2020 Q2	$23K	Hold	500	–	–	﹤0.01%	343
2020 Q1	$15K	Hold	500	–	–	﹤0.01%	355
2019 Q4	$26K	Buy	500 +100	+25%	+$4.96K	0.01%	311
2019 Q3	$18K	Hold	400	–	–	﹤0.01%	342
2019 Q2	$20K	Buy	400 +200	+100%	+$8.27K	﹤0.01%	344
2019 Q1	$8K	Buy	+200	New	+$6.73K	﹤0.01%	433

Other funds holding PLAN

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Edge Wealth Management's PLAN Position: Q3 2020 in Review

Edge Wealth Management sold out of Anaplan, Inc. (PLAN) in Q3 2020, closing a stake of 500 shares — an estimated $23K sold.

Edge Wealth Management first reported a position in PLAN in Q1 2019 and held it in 6 quarters. The position peaked at $26K in Q4 2019. 274 funds tracked by Wall St. Rank hold PLAN as of Q3 2020.

Edge Wealth Management reported no remaining Anaplan, Inc. position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 500 Anaplan, Inc. shares in Q3 2020, an estimated $23K.
Edge Wealth Management first reported a position in Anaplan, Inc. in Q1 2019 and held it in 6 quarters.
Edge Wealth Management's Anaplan, Inc. position peaked at $26K in Q4 2019.
274 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.