L.J. Altfest & Co’s Anaplan, Inc. PLAN Stock Holding History

L.J. Altfest & Co’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	-3,983	Closed	-$214K	–	305
2021 Q1	$214K	Buy	+3,983	New	+$269K	0.05%	254

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

L.J. Altfest & Co's PLAN Position: Q2 2021 in Review

L.J. Altfest & Co sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 3,983 shares — an estimated $214K sold.

L.J. Altfest & Co first reported a position in PLAN in Q1 2021 and held it in 1 quarter. The position peaked at $214K in Q1 2021. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

L.J. Altfest & Co reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
L.J. Altfest & Co sold 3,983 Anaplan, Inc. shares in Q2 2021, an estimated $214K.
L.J. Altfest & Co first reported a position in Anaplan, Inc. in Q1 2021 and held it in 1 quarter.
L.J. Altfest & Co's Anaplan, Inc. position peaked at $214K in Q1 2021.
282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on L.J. Altfest & Co's 13F filing for Q2 2021, filed 28 Jul 2021.