NewEdge Advisors’s Anaplan, Inc. PLAN Stock Holding History

NewEdge Advisors’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 Q4	–	Sell	-21,617	Closed	-$1.32M	–	1717
2021 Q3	$1.32M	Buy	+21,617	New	+$1.29M	0.03%	438
2020 Q2	–	Sell	-22,668	Closed	-$686K	–	953
2020 Q1	$686K	Buy	+22,668	New	+$1.13M	0.03%	384

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

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

NewEdge Advisors's PLAN Position: Q4 2021 in Review

NewEdge Advisors sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 21,617 shares — an estimated $1.32M sold.

NewEdge Advisors first reported a position in PLAN in Q1 2020 and held it in 2 quarters. The position peaked at $1.32M in Q3 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

NewEdge Advisors reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
NewEdge Advisors sold 21,617 Anaplan, Inc. shares in Q4 2021, an estimated $1.32M.
NewEdge Advisors first reported a position in Anaplan, Inc. in Q1 2020 and held it in 2 quarters.
NewEdge Advisors's Anaplan, Inc. position peaked at $1.32M in Q3 2021.
275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on NewEdge Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.