HI
PLAN

Harbour Investments’s Anaplan, Inc. PLAN Stock Holding History

Harbour Investments’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 		$6K Buy
+125
New +$6.89K ﹤0.01% 2151
2021
Q2 		– Sell
-2,338
Closed -$126K – 4055
2021
Q1 		$126K Buy
+2,338
New +$158K ﹤0.01% 1191

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

Harbour Investments's PLAN Position: Q4 2021 in Review

Harbour Investments opened a new position in Anaplan, Inc. (PLAN) in Q4 2021: 125 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2151 among its holdings. This is a return to the name: Harbour Investments previously reported a position in PLAN as recently as Q1 2021.

Harbour Investments first reported a position in PLAN in Q1 2021 and has held it in 2 quarters since. The position peaked at $126K in Q1 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • Harbour Investments held 125 shares of Anaplan, Inc. worth $6K as of Q4 2021.
  • Anaplan, Inc. was a new Harbour Investments position in Q4 2021.
  • Anaplan, Inc. made up ﹤0.01% of Harbour Investments's portfolio in Q4 2021, its #2151 holding.
  • Harbour Investments first reported a position in Anaplan, Inc. in Q1 2021 and has held it in 2 quarters since.
  • Harbour Investments's Anaplan, Inc. position peaked at $126K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.