RPWA
PLAN

Regent Peak Wealth Advisors’s Anaplan, Inc. PLAN Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-40
Closed -$3K – 1111
2020
Q4 		$3K Buy
+40
New +$2.6K ﹤0.01% 790

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
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

Regent Peak Wealth Advisors's PLAN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 40 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in PLAN in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 40 Anaplan, Inc. shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Anaplan, Inc. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Anaplan, Inc. position peaked at $3K in Q4 2020.
  • 304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.