SPM
PLAN

Symmetry Peak Management’s Anaplan, Inc. PLAN Stock Holding History

Symmetry Peak Management’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
2019
Q2 		– Sell
-30,000
Closed -$1.18M – 247
2019
Q1 		$1.18M Buy
+30,000
New +$1.01M 0.28% 56

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Symmetry Peak Management's PLAN Position: Q4 2020 in Review

Symmetry Peak Management sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 16,000 shares — an estimated $1M sold.

Symmetry Peak Management first reported a position in PLAN in Q1 2019 and held it in 3 quarters. The position peaked at $1.28M in Q4 2019. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

  • Symmetry Peak Management reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
  • Symmetry Peak Management sold 16,000 Anaplan, Inc. shares in Q4 2020, an estimated $1M.
  • Symmetry Peak Management first reported a position in Anaplan, Inc. in Q1 2019 and held it in 3 quarters.
  • Symmetry Peak Management's Anaplan, Inc. position peaked at $1.28M in Q4 2019.
  • 327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on Symmetry Peak Management's 13F filing for Q4 2020, filed 16 Feb 2021.