CI
PLAN

Ceera Investments’s Anaplan, Inc. PLAN Stock Holding History

Ceera Investments’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
-6,730
Closed -$438K – 77
2022
Q1 		$438K Buy
+6,730
New +$328K 0.22% 53

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

Ceera Investments's PLAN Position: Q2 2022 in Review

Ceera Investments sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 6,730 shares — an estimated $438K sold.

Ceera Investments first reported a position in PLAN in Q1 2022 and held it in 1 quarter. The position peaked at $438K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Ceera Investments reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Ceera Investments sold 6,730 Anaplan, Inc. shares in Q2 2022, an estimated $438K.
  • Ceera Investments first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
  • Ceera Investments's Anaplan, Inc. position peaked at $438K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Ceera Investments's 13F filing for Q2 2022, filed 9 Aug 2022.