WAM
PLAN

Wealthspire Advisors (Maryland)’s Anaplan, Inc. PLAN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-20
Closed -$1K – 2290
2019
Q1 		$1K Buy
+20
New +$673 ﹤0.01% 2432

Other funds holding PLAN

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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PLAN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Anaplan, Inc. (PLAN) in Q2 2019, closing a stake of 20 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in PLAN in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 204 funds tracked by Wall St. Rank hold PLAN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Anaplan, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 20 Anaplan, Inc. shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Anaplan, Inc. in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Anaplan, Inc. position peaked at $1K in Q1 2019.
  • 204 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.