ZCA
PLAN

Zeke Capital Advisors’s Anaplan, Inc. PLAN Stock Holding History

Zeke Capital 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
Q1 		– Sell
-3,644
Closed -$262K – 349
2020
Q4 		$262K Buy
3,644
+423
+13% +$27.5K 0.02% 222
2020
Q3 		$202K Buy
+3,221
New +$166K 0.02% 217

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Zeke Capital Advisors's PLAN Position: Q1 2021 in Review

Zeke Capital Advisors sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 3,644 shares — an estimated $262K sold.

Zeke Capital Advisors first reported a position in PLAN in Q3 2020 and held it in 2 quarters. The position peaked at $262K in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

  • Zeke Capital Advisors reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
  • Zeke Capital Advisors sold 3,644 Anaplan, Inc. shares in Q1 2021, an estimated $262K.
  • Zeke Capital Advisors first reported a position in Anaplan, Inc. in Q3 2020 and held it in 2 quarters.
  • Zeke Capital Advisors's Anaplan, Inc. position peaked at $262K in Q4 2020.
  • 304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Zeke Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.