VFA
PLAN

Valeo Financial Advisors’s Anaplan, Inc. PLAN Stock Holding History

Valeo Financial Advisors’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
-50
Closed -$3K – 2046
2021
Q1 		$3K Sell
50
-5
-9% -$337 ﹤0.01% 1755
2020
Q4 		$4K Buy
55
+5
+10% +$325 ﹤0.01% 1439
2020
Q3 		$3K Buy
+50
New +$2.58K ﹤0.01% 1373

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

Valeo Financial Advisors's PLAN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 50 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in PLAN in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 50 Anaplan, Inc. shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Anaplan, Inc. in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Anaplan, Inc. position peaked at $4K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.