Valmark Advisers’s Anaplan, Inc. PLAN Stock Holding History

Valmark Advisers’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 Q4	–	Sell	-11,483	Closed	-$699K	–	426
2021 Q3	$699K	Buy	11,483 +273	+2%	+$16.3K	0.01%	239
2021 Q2	$597K	Buy	11,210 +443	+4%	+$24.7K	0.01%	269
2021 Q1	$580K	Sell	10,767 -7,067	-40%	-$477K	0.01%	252
2020 Q4	$1.28M	Buy	17,834 +2,984	+20%	+$194K	0.03%	145
2020 Q3	$929K	Buy	14,850 +4,199	+39%	+$216K	0.02%	138
2020 Q2	$483K	Buy	+10,651	New	+$446K	0.01%	173

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

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Valmark Advisers's PLAN Position: Q4 2021 in Review

Valmark Advisers sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 11,483 shares — an estimated $699K sold.

Valmark Advisers first reported a position in PLAN in Q2 2020 and held it in 6 quarters. The position peaked at $1.28M in Q4 2020. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

Valmark Advisers reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
Valmark Advisers sold 11,483 Anaplan, Inc. shares in Q4 2021, an estimated $699K.
Valmark Advisers first reported a position in Anaplan, Inc. in Q2 2020 and held it in 6 quarters.
Valmark Advisers's Anaplan, Inc. position peaked at $1.28M in Q4 2020.
275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Valmark Advisers's 13F filing for Q4 2021, filed 2 Feb 2022.