MAWCM
PLAN

Mine & Arao Wealth Creation & Management’s Anaplan, Inc. PLAN Stock Holding History

Mine & Arao Wealth Creation & Management’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
Q3 		– Sell
-20
Closed -$1K – 297
2021
Q2 		$1K Hold
20
– – ﹤0.01% 285
2021
Q1 		$1K Hold
20
– – ﹤0.01% 269
2020
Q4 		$1K Hold
20
– – ﹤0.01% 265
2020
Q3 		$1K Hold
20
– – ﹤0.01% 264
2020
Q2 		$1K Hold
20
– – ﹤0.01% 234
2020
Q1 		$1K Hold
20
– – ﹤0.01% 229
2019
Q4 		$1K Buy
+20
New +$992 ﹤0.01% 238

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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's PLAN Position: Q3 2021 in Review

Mine & Arao Wealth Creation & Management sold out of Anaplan, Inc. (PLAN) in Q3 2021, closing a stake of 20 shares — an estimated $1K sold.

Mine & Arao Wealth Creation & Management first reported a position in PLAN in Q4 2019 and held it in 7 quarters. The position peaked at $1K in Q2 2021. 313 funds tracked by Wall St. Rank hold PLAN as of Q3 2021.

  • Mine & Arao Wealth Creation & Management reported no remaining Anaplan, Inc. position as of Q3 2021 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 20 Anaplan, Inc. shares in Q3 2021, an estimated $1K.
  • Mine & Arao Wealth Creation & Management first reported a position in Anaplan, Inc. in Q4 2019 and held it in 7 quarters.
  • Mine & Arao Wealth Creation & Management's Anaplan, Inc. position peaked at $1K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2021.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q3 2021, filed 12 Nov 2021.