SFS
PLAN

Sowell Financial Services’s Anaplan, Inc. PLAN Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-2,884
Closed -$157K – 3092
2021
Q1 		$157K Buy
2,884
+588
+26% +$39.7K 0.01% 1174
2020
Q4 		$165K Sell
2,296
-1,495
-39% -$97.2K 0.01% 931
2020
Q3 		$237K Sell
3,791
-232
-6% -$12K 0.01% 678
2020
Q2 		$182K Buy
4,023
+2,400
+148% +$100K 0.01% 756
2020
Q1 		$49K Sell
1,623
-215
-12% -$10.7K ﹤0.01% 1075
2019
Q4 		$96K Buy
1,838
+1,222
+198% +$60.6K 0.01% 933
2019
Q3 		$29K Buy
+616
New +$33.4K ﹤0.01% 1166

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BlackRock
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BCM
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.65B AUM 26.34% 1-Year Est. Return