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

Stelac 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
2021 Q4	–	Sell	-5,170	Closed	-$315K	–	238
2021 Q3	$315K	Sell	5,170 -4,435	-46%	-$264K	0.08%	161
2021 Q2	$512K	Buy	9,605 +920	+11%	+$51.2K	0.12%	127
2021 Q1	$468K	Buy	8,685 +1,450	+20%	+$97.8K	0.17%	98
2020 Q4	$520K	Buy	7,235 +3,590	+98%	+$233K	0.13%	108
2020 Q3	$228K	Buy	+3,645	New	+$188K	0.08%	126

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

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

CCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stelac Advisory Services's PLAN Position: Q4 2021 in Review

Stelac Advisory Services sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 5,170 shares — an estimated $315K sold.

Stelac Advisory Services first reported a position in PLAN in Q3 2020 and held it in 5 quarters. The position peaked at $520K in Q4 2020. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

Stelac Advisory Services reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
Stelac Advisory Services sold 5,170 Anaplan, Inc. shares in Q4 2021, an estimated $315K.
Stelac Advisory Services first reported a position in Anaplan, Inc. in Q3 2020 and held it in 5 quarters.
Stelac Advisory Services's Anaplan, Inc. position peaked at $520K in Q4 2020.
275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Stelac Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.