Standard Family Office’s Anaplan, Inc. PLAN Stock Holding History

Standard Family Office’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 Q3	–	Sell	-30	Closed	-$2K	–	554
2021 Q2	$2K	Buy	+30	New	+$1.67K	﹤0.01%	453

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

BCM

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

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

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Standard Family Office's PLAN Position: Q3 2021 in Review

Standard Family Office sold out of Anaplan, Inc. (PLAN) in Q3 2021, closing a stake of 30 shares — an estimated $2K sold.

Standard Family Office first reported a position in PLAN in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 313 funds tracked by Wall St. Rank hold PLAN as of Q3 2021.

Standard Family Office reported no remaining Anaplan, Inc. position as of Q3 2021 after selling out during the quarter.
Standard Family Office sold 30 Anaplan, Inc. shares in Q3 2021, an estimated $2K.
Standard Family Office first reported a position in Anaplan, Inc. in Q2 2021 and held it in 1 quarter.
Standard Family Office's Anaplan, Inc. position peaked at $2K in Q2 2021.
313 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.