EWA
PLAN

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

Evolution 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
2021
Q4 		– Sell
-3,732
Closed -$227K – 669
2021
Q3 		$227K Sell
3,732
-439
-11% -$26.1K 0.05% 100
2021
Q2 		$222K Buy
4,171
+1,637
+65% +$91.1K 0.05% 112
2021
Q1 		$136K Buy
2,534
+551
+28% +$37.2K 0.03% 134
2020
Q4 		$142K Sell
1,983
-555
-22% -$36.1K 0.03% 116
2020
Q3 		$159K Buy
+2,538
New +$131K 0.04% 115
2020
Q2 		– Sell
-3,397
Closed -$103K – 577
2020
Q1 		$103K Buy
3,397
+911
+37% +$45.4K 0.04% 86
2019
Q4 		$130K Buy
2,486
+2,281
+1,113% +$113K 0.03% 92
2019
Q3 		$10K Sell
205
-1,061
-84% -$57.6K ﹤0.01% 182
2019
Q2 		$64K Buy
+1,266
New +$52.3K 0.03% 75

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 $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 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 $704M AUM 6.25% 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

Evolution Wealth Advisors's PLAN Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 3,732 shares — an estimated $227K sold.

Evolution Wealth Advisors first reported a position in PLAN in Q2 2019 and held it in 9 quarters. The position peaked at $227K in Q3 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 3,732 Anaplan, Inc. shares in Q4 2021, an estimated $227K.
  • Evolution Wealth Advisors first reported a position in Anaplan, Inc. in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Anaplan, Inc. position peaked at $227K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.