Leonteq Securities AG’s Anaplan, Inc. PLAN Stock Holding History

Leonteq Securities AG’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 Q1	–	Sell	-636	Closed	-$45.7K	–	1139
2020 Q4	$45.7K	Buy	+636	New	+$41.4K	﹤0.01%	799

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Leonteq Securities AG's PLAN Position: Q1 2021 in Review

Leonteq Securities AG sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 636 shares — an estimated $45.7K sold.

Leonteq Securities AG first reported a position in PLAN in Q4 2020 and held it in 1 quarter. The position peaked at $45.7K in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Leonteq Securities AG reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Leonteq Securities AG sold 636 Anaplan, Inc. shares in Q1 2021, an estimated $45.7K.
Leonteq Securities AG first reported a position in Anaplan, Inc. in Q4 2020 and held it in 1 quarter.
Leonteq Securities AG's Anaplan, Inc. position peaked at $45.7K in Q4 2020.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Leonteq Securities AG's 13F filing for Q1 2021, filed 26 Mar 2026.