Algert Global’s Anaplan, Inc. PLAN Stock Holding History

Algert Global’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
2022 Q2	–	Sell	-33,139	Closed	-$2.16M	–	1444
2022 Q1	$2.16M	Buy	33,139 +7,004	+27%	+$341K	0.14%	218
2021 Q4	$1.2M	Sell	26,135 -2,230	-8%	-$123K	0.15%	224
2021 Q3	$1.73M	Buy	+28,365	New	+$1.69M	0.23%	84
2021 Q1	–	Sell	-8,004	Closed	-$575K	–	567
2020 Q4	$575K	Buy	+8,004	New	+$520K	0.16%	203

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Algert Global's PLAN Position: Q2 2022 in Review

Algert Global sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 33,139 shares — an estimated $2.16M sold.

Algert Global first reported a position in PLAN in Q4 2020 and held it in 4 quarters. The position peaked at $2.16M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Algert Global reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Algert Global sold 33,139 Anaplan, Inc. shares in Q2 2022, an estimated $2.16M.
Algert Global first reported a position in Anaplan, Inc. in Q4 2020 and held it in 4 quarters.
Algert Global's Anaplan, Inc. position peaked at $2.16M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Algert Global's 13F filing for Q2 2022, filed 15 Aug 2022.