EWP
PLAN

Engrave Wealth Partners’s Anaplan, Inc. PLAN Stock Holding History

Engrave Wealth Partners’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
-25
Closed -$1K – 457
2020
Q2 		$1K Hold
25
– – ﹤0.01% 442
2020
Q1 		$0 Buy
+25
New +$1.25K ﹤0.01% 486

Other funds holding PLAN

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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

Engrave Wealth Partners's PLAN Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Anaplan, Inc. (PLAN) in Q3 2020, closing a stake of 25 shares — an estimated $1K sold.

Engrave Wealth Partners first reported a position in PLAN in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 274 funds tracked by Wall St. Rank hold PLAN as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Anaplan, Inc. position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 25 Anaplan, Inc. shares in Q3 2020, an estimated $1K.
  • Engrave Wealth Partners first reported a position in Anaplan, Inc. in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's Anaplan, Inc. position peaked at $1K in Q2 2020.
  • 274 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.