Moors & Cabot’s Anaplan, Inc. PLAN Stock Holding History

Moors & Cabot’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	-3,176	Closed	-$228K	–	845
2020 Q4	$228K	Buy	+3,176	New	+$206K	0.02%	608

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

Moors & Cabot's PLAN Position: Q1 2021 in Review

Moors & Cabot sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 3,176 shares — an estimated $228K sold.

Moors & Cabot first reported a position in PLAN in Q4 2020 and held it in 1 quarter. The position peaked at $228K in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Moors & Cabot reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Moors & Cabot sold 3,176 Anaplan, Inc. shares in Q1 2021, an estimated $228K.
Moors & Cabot first reported a position in Anaplan, Inc. in Q4 2020 and held it in 1 quarter.
Moors & Cabot's Anaplan, Inc. position peaked at $228K in Q4 2020.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Moors & Cabot's 13F filing for Q1 2021, filed 12 May 2021.