EWA
PLAN

EverSource Wealth Advisors’s Anaplan, Inc. PLAN Stock Holding History

EverSource Wealth Advisors’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
2022
Q1 		– Sell
-4,015
Closed -$184K – 1911
2021
Q4 		$184K Buy
+4,015
New +$221K 0.05% 232

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EverSource Wealth Advisors's PLAN Position: Q1 2022 in Review

EverSource Wealth Advisors sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 4,015 shares — an estimated $184K sold.

EverSource Wealth Advisors first reported a position in PLAN in Q4 2021 and held it in 1 quarter. The position peaked at $184K in Q4 2021. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

  • EverSource Wealth Advisors reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 4,015 Anaplan, Inc. shares in Q1 2022, an estimated $184K.
  • EverSource Wealth Advisors first reported a position in Anaplan, Inc. in Q4 2021 and held it in 1 quarter.
  • EverSource Wealth Advisors's Anaplan, Inc. position peaked at $184K in Q4 2021.
  • 335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on EverSource Wealth Advisors's 13F filing for Q1 2022, filed 25 May 2022.