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 – 3086
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

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Sowell Financial Services's PLAN Position: Q2 2021 in Review

Sowell Financial Services sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 2,884 shares — an estimated $157K sold.

Sowell Financial Services first reported a position in PLAN in Q3 2019 and held it in 7 quarters. The position peaked at $237K in Q3 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • Sowell Financial Services reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,884 Anaplan, Inc. shares in Q2 2021, an estimated $157K.
  • Sowell Financial Services first reported a position in Anaplan, Inc. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Anaplan, Inc. position peaked at $237K in Q3 2020.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.