WCG
PLAN

Weaver Consulting Group’s Anaplan, Inc. PLAN Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-107
Closed -$7K – 986
2020
Q3 		$7K Buy
107
+7
+7% +$361 ﹤0.01% 649
2020
Q2 		$5K Hold
100
– – ﹤0.01% 680
2020
Q1 		$3K Buy
+100
New +$4.99K ﹤0.01% 679

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Weaver Consulting Group's PLAN Position: Q4 2020 in Review

Weaver Consulting Group sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 107 shares — an estimated $7K sold.

Weaver Consulting Group first reported a position in PLAN in Q1 2020 and held it in 3 quarters. The position peaked at $7K in Q3 2020. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

  • Weaver Consulting Group reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 107 Anaplan, Inc. shares in Q4 2020, an estimated $7K.
  • Weaver Consulting Group first reported a position in Anaplan, Inc. in Q1 2020 and held it in 3 quarters.
  • Weaver Consulting Group's Anaplan, Inc. position peaked at $7K in Q3 2020.
  • 327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.