OPS
PLAN

Orion Portfolio Solutions’s Anaplan, Inc. PLAN Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-13
Closed -$1K – 2273
2020
Q2 		$1K Buy
13
+7
+117% +$293 ﹤0.01% 2128
2020
Q1 		$0 Sell
6
-287
-98% -$14.3K ﹤0.01% 2428
2019
Q4 		$15K Buy
+293
New +$14.5K ﹤0.01% 871

Other funds holding PLAN

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Orion Portfolio Solutions's PLAN Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Anaplan, Inc. (PLAN) in Q3 2020, closing a stake of 13 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in PLAN in Q4 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 274 funds tracked by Wall St. Rank hold PLAN as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Anaplan, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 13 Anaplan, Inc. shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Anaplan, Inc. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Anaplan, Inc. position peaked at $15K in Q4 2019.
  • 274 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.