Symmetry Investments’s Anaplan, Inc. PLAN Stock Holding History

Symmetry Investments’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	-11,000	Closed	-$592K	–	129
2021 Q1	$592K	Buy	+11,000	New	+$742K	0.14%	70

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

BCM

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Symmetry Investments's PLAN Position: Q2 2021 in Review

Symmetry Investments sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 11,000 shares — an estimated $592K sold.

Symmetry Investments first reported a position in PLAN in Q1 2021 and held it in 1 quarter. The position peaked at $592K in Q1 2021. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

Symmetry Investments reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
Symmetry Investments sold 11,000 Anaplan, Inc. shares in Q2 2021, an estimated $592K.
Symmetry Investments first reported a position in Anaplan, Inc. in Q1 2021 and held it in 1 quarter.
Symmetry Investments's Anaplan, Inc. position peaked at $592K in Q1 2021.
282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Symmetry Investments's 13F filing for Q2 2021, filed 27 Jul 2021.