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BCM
PLAN
Beryl Capital Management’s
Anaplan, Inc.
PLAN
Stock Holding History
Beryl Capital 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
2022
Q2
–
Sell
-460,927
Closed
-$30M
–
269
2022
Q1
$30M
Buy
+460,927
New
+$22.5M
1.82%
3
Other funds holding PLAN
DekaBank Deutsche Girozentrale
Frankfurt, Germany
$60.6B AUM
23.27%
1-Year Est. Return
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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