FAM
PLAN

Fulcrum Asset Management’s Anaplan, Inc. PLAN Stock Holding History

Fulcrum Asset 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 		– Hold
0
– – – 187
2021
Q1 		– Hold
0
– – – 82
2020
Q4 		– Hold
0
– – – 105
2020
Q3 		– Sell
-21,152
Closed -$1.09M – 65
2020
Q2 		$1.01M Buy
+21,152
New +$886K 0.34% 106

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

Fulcrum Asset Management's PLAN Position: Q4 2021 in Review

Fulcrum Asset Management held its Anaplan, Inc. (PLAN) position steady in Q4 2021 at 0 shares worth $181K. The position accounts for 0.09% of the portfolio, ranked #187.

Fulcrum Asset Management first reported a position in PLAN in Q2 2020 and has held it in 1 quarter since. The position peaked at $1.01M in Q2 2020. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • Fulcrum Asset Management held 0 shares of Anaplan, Inc. worth $181K as of Q4 2021.
  • Fulcrum Asset Management left its Anaplan, Inc. share count unchanged in Q4 2021.
  • Anaplan, Inc. made up 0.09% of Fulcrum Asset Management's portfolio in Q4 2021, its #187 holding.
  • Fulcrum Asset Management first reported a position in Anaplan, Inc. in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's Anaplan, Inc. position peaked at $1.01M in Q2 2020.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Fulcrum Asset Management's 13F filing for Q4 2021, filed 24 Mar 2022.