WKWM
PLAN

Walter & Keenan Wealth Management’s Anaplan, Inc. PLAN Stock Holding History

Walter & Keenan Wealth 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
Q3 		– Sell
-4,050
Closed -$204K – 158
2019
Q2 		$204K Buy
+4,050
New +$167K 0.09% 139

Other funds holding PLAN

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Walter & Keenan Wealth Management's PLAN Position: Q3 2019 in Review

Walter & Keenan Wealth Management sold out of Anaplan, Inc. (PLAN) in Q3 2019, closing a stake of 4,050 shares — an estimated $204K sold.

Walter & Keenan Wealth Management first reported a position in PLAN in Q2 2019 and held it in 1 quarter. The position peaked at $204K in Q2 2019. 212 funds tracked by Wall St. Rank hold PLAN as of Q3 2019.

  • Walter & Keenan Wealth Management reported no remaining Anaplan, Inc. position as of Q3 2019 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 4,050 Anaplan, Inc. shares in Q3 2019, an estimated $204K.
  • Walter & Keenan Wealth Management first reported a position in Anaplan, Inc. in Q2 2019 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Anaplan, Inc. position peaked at $204K in Q2 2019.
  • 212 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2019.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.