SF
PLAN

Symphony Financial’s Anaplan, Inc. PLAN Stock Holding History

Symphony Financial’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
-4,680
Closed -$265K – 208
2021
Q1 		$265K Buy
4,680
+871
+23% +$58.7K 0.07% 168
2020
Q4 		$266K Buy
3,809
+20
+0.5% +$1.3K 0.1% 137
2020
Q3 		$237K Buy
+3,789
New +$195K 0.1% 121

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Coatue Management
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

Symphony Financial's PLAN Position: Q2 2021 in Review

Symphony Financial sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 4,680 shares — an estimated $265K sold.

Symphony Financial first reported a position in PLAN in Q3 2020 and held it in 3 quarters. The position peaked at $266K in Q4 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • Symphony Financial reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • Symphony Financial sold 4,680 Anaplan, Inc. shares in Q2 2021, an estimated $265K.
  • Symphony Financial first reported a position in Anaplan, Inc. in Q3 2020 and held it in 3 quarters.
  • Symphony Financial's Anaplan, Inc. position peaked at $266K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Symphony Financial's 13F filing for Q2 2021, filed 13 Jul 2021.