Ironwood Financial’s Anaplan, Inc. PLAN Stock Holding History

Ironwood Financial’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	-260	Closed	-$16K	–	598
2021 Q3	$16K	Hold	260	–	–	﹤0.01%	312
2021 Q2	$14K	Hold	260	–	–	﹤0.01%	330
2021 Q1	$14K	Buy	260 +85	+49%	+$5.73K	﹤0.01%	310
2020 Q4	$13K	Hold	175	–	–	﹤0.01%	297
2020 Q3	$11K	Hold	175	–	–	0.01%	258
2020 Q2	$8K	Hold	175	–	–	﹤0.01%	269
2020 Q1	$5K	Hold	175	–	–	﹤0.01%	278
2019 Q4	$9K	Hold	175	–	–	﹤0.01%	273
2019 Q3	$8K	Buy	+175	New	+$9.5K	﹤0.01%	284

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

Ironwood Financial's PLAN Position: Q4 2021 in Review

Ironwood Financial sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 260 shares — an estimated $16K sold.

Ironwood Financial first reported a position in PLAN in Q3 2019 and held it in 9 quarters. The position peaked at $16K in Q3 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

Ironwood Financial reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 260 Anaplan, Inc. shares in Q4 2021, an estimated $16K.
Ironwood Financial first reported a position in Anaplan, Inc. in Q3 2019 and held it in 9 quarters.
Ironwood Financial's Anaplan, Inc. position peaked at $16K in Q3 2021.
275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.