Shine Investment Advisory Services’s Anaplan, Inc. PLAN Stock Holding History

Shine Investment Advisory Services’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	$25K	Hold	392	–	–	0.01%	420
2020 Q2	$18K	Buy	392 +134	+52%	+$5.61K	0.01%	471
2020 Q1	$8K	Buy	258 +95	+58%	+$4.74K	﹤0.01%	552
2019 Q4	$9K	Buy	+163	New	+$8.09K	﹤0.01%	601

Other funds holding PLAN

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Shine Investment Advisory Services's PLAN Position: Q3 2020 in Review

Shine Investment Advisory Services held its Anaplan, Inc. (PLAN) position steady in Q3 2020 at 392 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #420.

Shine Investment Advisory Services first reported a position in PLAN in Q4 2019 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold PLAN as of Q3 2020.

Shine Investment Advisory Services held 392 shares of Anaplan, Inc. worth $25K as of Q3 2020.
Shine Investment Advisory Services left its Anaplan, Inc. share count unchanged in Q3 2020.
Anaplan, Inc. made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #420 holding.
Shine Investment Advisory Services first reported a position in Anaplan, Inc. in Q4 2019 and has held it in 4 quarters since.
274 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.