GWMIA
PLAN

Global Wealth Management Investment Advisory’s Anaplan, Inc. PLAN Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-252
Closed -$13K – 503
2021
Q2 		$13K Buy
252
+87
+53% +$4.84K ﹤0.01% 280
2021
Q1 		$9K Sell
165
-55
-25% -$3.71K ﹤0.01% 325
2020
Q4 		$16K Sell
220
-440
-67% -$28.6K 0.01% 250
2020
Q3 		$41K Sell
660
-723
-52% -$37.3K 0.02% 190
2020
Q2 		$63K Buy
1,383
+1,028
+290% +$43K 0.03% 175
2020
Q1 		$11K Buy
+355
New +$17.7K 0.01% 330

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 $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Global Wealth Management Investment Advisory's PLAN Position: Q3 2021 in Review

Global Wealth Management Investment Advisory sold out of Anaplan, Inc. (PLAN) in Q3 2021, closing a stake of 252 shares — an estimated $13K sold.

Global Wealth Management Investment Advisory first reported a position in PLAN in Q1 2020 and held it in 6 quarters. The position peaked at $63K in Q2 2020. 313 funds tracked by Wall St. Rank hold PLAN as of Q3 2021.

  • Global Wealth Management Investment Advisory reported no remaining Anaplan, Inc. position as of Q3 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 252 Anaplan, Inc. shares in Q3 2021, an estimated $13K.
  • Global Wealth Management Investment Advisory first reported a position in Anaplan, Inc. in Q1 2020 and held it in 6 quarters.
  • Global Wealth Management Investment Advisory's Anaplan, Inc. position peaked at $63K in Q2 2020.
  • 313 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2021, filed 16 Nov 2021.