Toth Financial Advisory’s Anaplan, Inc. PLAN Stock Holding History

Toth Financial Advisory’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 Q1	–	Sell	-4,600	Closed	-$331K	–	733
2020 Q4	$331K	Buy	+4,600	New	+$299K	0.06%	171

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Toth Financial Advisory's PLAN Position: Q1 2021 in Review

Toth Financial Advisory sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 4,600 shares — an estimated $331K sold.

Toth Financial Advisory first reported a position in PLAN in Q4 2020 and held it in 1 quarter. The position peaked at $331K in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Toth Financial Advisory reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Toth Financial Advisory sold 4,600 Anaplan, Inc. shares in Q1 2021, an estimated $331K.
Toth Financial Advisory first reported a position in Anaplan, Inc. in Q4 2020 and held it in 1 quarter.
Toth Financial Advisory's Anaplan, Inc. position peaked at $331K in Q4 2020.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Toth Financial Advisory's 13F filing for Q1 2021, filed 20 Apr 2021.