KB Financial Partners’s Anaplan, Inc. PLAN Stock Holding History

KB Financial Partners’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	-515	Closed	-$28K	–	657
2021 Q1	$28K	Buy	+515	New	+$34.7K	0.01%	326

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

KB Financial Partners's PLAN Position: Q2 2021 in Review

KB Financial Partners sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 515 shares — an estimated $28K sold.

KB Financial Partners first reported a position in PLAN in Q1 2021 and held it in 1 quarter. The position peaked at $28K in Q1 2021. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

KB Financial Partners reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
KB Financial Partners sold 515 Anaplan, Inc. shares in Q2 2021, an estimated $28K.
KB Financial Partners first reported a position in Anaplan, Inc. in Q1 2021 and held it in 1 quarter.
KB Financial Partners's Anaplan, Inc. position peaked at $28K in Q1 2021.
282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on KB Financial Partners's 13F filing for Q2 2021, filed 17 Aug 2021.