First Command Advisory Services’s Anaplan, Inc. PLAN Stock Holding History

First Command Advisory Services’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 Q4	–	Sell	-185	Closed	-$12K	–	93
2020 Q3	$12K	Buy	+185	New	+$9.54K	﹤0.01%	12

Other funds holding PLAN

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCM

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

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

KCM

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

First Command Advisory Services's PLAN Position: Q4 2020 in Review

First Command Advisory Services sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 185 shares — an estimated $12K sold.

First Command Advisory Services first reported a position in PLAN in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

First Command Advisory Services reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
First Command Advisory Services sold 185 Anaplan, Inc. shares in Q4 2020, an estimated $12K.
First Command Advisory Services first reported a position in Anaplan, Inc. in Q3 2020 and held it in 1 quarter.
First Command Advisory Services's Anaplan, Inc. position peaked at $12K in Q3 2020.
327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on First Command Advisory Services's 13F filing for Q4 2020, filed 19 Jan 2021.