MLFP
PLAN

MPS Loria Financial Planners’s Anaplan, Inc. PLAN Stock Holding History

MPS Loria Financial Planners’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
-200
Closed -$10K – 604
2021
Q1 		$10K Hold
200
– – ﹤0.01% 295
2020
Q4 		$14K Hold
200
– – 0.01% 273
2020
Q3 		$13K Hold
200
– – 0.01% 227
2020
Q2 		$9K Buy
+200
New +$8.37K ﹤0.01% 257

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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Coatue Management
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

MPS Loria Financial Planners's PLAN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 200 shares — an estimated $10K sold.

MPS Loria Financial Planners first reported a position in PLAN in Q2 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 200 Anaplan, Inc. shares in Q2 2021, an estimated $10K.
  • MPS Loria Financial Planners first reported a position in Anaplan, Inc. in Q2 2020 and held it in 4 quarters.
  • MPS Loria Financial Planners's Anaplan, Inc. position peaked at $14K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.