FC
PLAN

FORA Capital’s Anaplan, Inc. PLAN Stock Holding History

FORA Capital’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
Q2 		– Sell
-13,897
Closed -$748K – 1233
2021
Q1 		$748K Sell
13,897
-9,431
-40% -$636K 0.25% 98
2020
Q4 		$1.68M Buy
23,328
+14,741
+172% +$958K 0.26% 95
2020
Q3 		$537K Buy
8,587
+6,690
+353% +$345K 0.35% 56
2020
Q2 		$86K Buy
+1,897
New +$79.4K 0.03% 534

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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

FORA Capital's PLAN Position: Q2 2021 in Review

FORA Capital sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 13,897 shares — an estimated $748K sold.

FORA Capital first reported a position in PLAN in Q2 2020 and held it in 4 quarters. The position peaked at $1.68M in Q4 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • FORA Capital reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • FORA Capital sold 13,897 Anaplan, Inc. shares in Q2 2021, an estimated $748K.
  • FORA Capital first reported a position in Anaplan, Inc. in Q2 2020 and held it in 4 quarters.
  • FORA Capital's Anaplan, Inc. position peaked at $1.68M in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on FORA Capital's 13F filing for Q2 2021, filed 16 Aug 2021.