Sargent Bickham Lagudis’s Anaplan, Inc. PLAN Stock Holding History

Sargent Bickham Lagudis’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	-750	Closed	-$40K	–	1030
2021 Q1	$40K	Hold	750	–	–	﹤0.01%	478
2020 Q4	$54K	Buy	+750	New	+$48.8K	0.01%	414

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Sargent Bickham Lagudis's PLAN Position: Q2 2021 in Review

Sargent Bickham Lagudis sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 750 shares — an estimated $40K sold.

Sargent Bickham Lagudis first reported a position in PLAN in Q4 2020 and held it in 2 quarters. The position peaked at $54K in Q4 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

Sargent Bickham Lagudis reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
Sargent Bickham Lagudis sold 750 Anaplan, Inc. shares in Q2 2021, an estimated $40K.
Sargent Bickham Lagudis first reported a position in Anaplan, Inc. in Q4 2020 and held it in 2 quarters.
Sargent Bickham Lagudis's Anaplan, Inc. position peaked at $54K in Q4 2020.
282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2021, filed 19 Jul 2021.