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

Focused 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
2021 Q4	–	Sell	-2,000	Closed	-$122K	–	1143
2021 Q3	$122K	Buy	+2,000	New	+$119K	0.02%	260

Other funds holding PLAN

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

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

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Focused Wealth Management's PLAN Position: Q4 2021 in Review

Focused Wealth Management sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 2,000 shares — an estimated $122K sold.

Focused Wealth Management first reported a position in PLAN in Q3 2021 and held it in 1 quarter. The position peaked at $122K in Q3 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

Focused Wealth Management reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
Focused Wealth Management sold 2,000 Anaplan, Inc. shares in Q4 2021, an estimated $122K.
Focused Wealth Management first reported a position in Anaplan, Inc. in Q3 2021 and held it in 1 quarter.
Focused Wealth Management's Anaplan, Inc. position peaked at $122K in Q3 2021.
275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Focused Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.