NFG
PLAN

Next Financial Group’s Anaplan, Inc. PLAN Stock Holding History

Next Financial Group’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 		$1K Buy
+26
New +$1.43K ﹤0.01% 2839

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
SC
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Next Financial Group's PLAN Position: Q4 2021 in Review

Next Financial Group opened a new position in Anaplan, Inc. (PLAN) in Q4 2021: 26 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2839 among its holdings.

275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • Next Financial Group held 26 shares of Anaplan, Inc. worth $1K as of Q4 2021.
  • Anaplan, Inc. was a new Next Financial Group position in Q4 2021.
  • Anaplan, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2839 holding.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.