Cambridge Investment Research Advisors
PLAN

Cambridge Investment Research Advisors’s Anaplan, Inc. PLAN Stock Holding History

Cambridge Investment Research 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
2022
Q1 		– Sell
-5,820
Closed -$267K – 3361
2021
Q4 		$267K Sell
5,820
-20
-0.3% -$1.1K ﹤0.01% 2648
2021
Q3 		$356K Buy
+5,840
New +$348K ﹤0.01% 2319

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cambridge Investment Research Advisors's PLAN Position: Q1 2022 in Review

Cambridge Investment Research Advisors sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 5,820 shares — an estimated $267K sold.

Cambridge Investment Research Advisors first reported a position in PLAN in Q3 2021 and held it in 2 quarters. The position peaked at $356K in Q3 2021. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

  • Cambridge Investment Research Advisors reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,820 Anaplan, Inc. shares in Q1 2022, an estimated $267K.
  • Cambridge Investment Research Advisors first reported a position in Anaplan, Inc. in Q3 2021 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Anaplan, Inc. position peaked at $356K in Q3 2021.
  • 335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2022, filed 12 May 2022.