Capstone Investment Advisors
PLAN

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

Capstone Investment 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
Q2 		– Sell
-169,532
Closed -$11M – 2200
2022
Q1 		$11M Buy
+169,532
New +$8.26M 0.03% 438

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capstone Investment Advisors's PLAN Position: Q2 2022 in Review

Capstone Investment Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 169,532 shares — an estimated $11M sold.

Capstone Investment Advisors first reported a position in PLAN in Q1 2022 and held it in 1 quarter. The position peaked at $11M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Capstone Investment Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Capstone Investment Advisors sold 169,532 Anaplan, Inc. shares in Q2 2022, an estimated $11M.
  • Capstone Investment Advisors first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
  • Capstone Investment Advisors's Anaplan, Inc. position peaked at $11M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Capstone Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.