CA
PLAN

Capitolis Advisors’s Anaplan, Inc. PLAN Stock Holding History

Capitolis 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
-115,613
Closed -$5.3M – 530
2021
Q4 		$5.3M Hold
115,613
– – 0.03% 305
2021
Q3 		$7.53M Hold
115,613
– – 0.07% 202
2021
Q2 		$6.16M Sell
115,613
-57,196
-33% -$3.18M 0.07% 204
2021
Q1 		$9.31M Hold
172,809
– – 0.16% 131
2020
Q4 		$12.4M Buy
+172,809
New +$11.2M 0.21% 117

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 27.49% 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 $704M AUM 6.25% 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

Capitolis Advisors's PLAN Position: Q1 2022 in Review

Capitolis Advisors sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 115,613 shares — an estimated $5.3M sold.

Capitolis Advisors first reported a position in PLAN in Q4 2020 and held it in 5 quarters. The position peaked at $12.4M in Q4 2020. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

  • Capitolis Advisors reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
  • Capitolis Advisors sold 115,613 Anaplan, Inc. shares in Q1 2022, an estimated $5.3M.
  • Capitolis Advisors first reported a position in Anaplan, Inc. in Q4 2020 and held it in 5 quarters.
  • Capitolis Advisors's Anaplan, Inc. position peaked at $12.4M in Q4 2020.
  • 335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

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