Charles Schwab’s Anaplan, Inc. PLAN Stock Holding History

Charles Schwab’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	-811,937	Closed	-$52.8M	–	3714
2022 Q1	$52.8M	Buy	811,937 +30,377	+4%	+$1.48M	0.02%	839
2021 Q4	$35.8M	Buy	781,560 +21,298	+3%	+$1.17M	0.01%	1134
2021 Q3	$46.3M	Buy	760,262 +24,885	+3%	+$1.48M	0.02%	930
2021 Q2	$39.2M	Buy	735,377 +31,849	+5%	+$1.77M	0.01%	1050
2021 Q1	$37.9M	Buy	703,528 +1,447	+0.2%	+$97.6K	0.01%	1014
2020 Q4	$50.4M	Buy	702,081 +29,931	+4%	+$1.95M	0.02%	761
2020 Q3	$42.1M	Buy	672,150 +233,821	+53%	+$12.1M	0.02%	744
2020 Q2	$19.9M	Buy	438,329 +29,262	+7%	+$1.23M	0.01%	1177
2020 Q1	$12.4M	Buy	409,067 +41,202	+11%	+$2.05M	0.01%	1324
2019 Q4	$19.3M	Buy	367,865 +11,756	+3%	+$583K	0.01%	1234
2019 Q3	$16.7M	Buy	356,109 +290,152	+440%	+$15.7M	0.01%	1266
2019 Q2	$3.33M	Sell	65,957 -32,012	-33%	-$1.32M	﹤0.01%	2163
2019 Q1	$3.86M	Buy	97,969 +6,611	+7%	+$223K	﹤0.01%	2105
2018 Q4	$2.42M	Buy	+91,358	New	+$2.26M	﹤0.01%	2258

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Charles Schwab's PLAN Position: Q2 2022 in Review

Charles Schwab sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 811,937 shares — an estimated $52.8M sold.

Charles Schwab first reported a position in PLAN in Q4 2018 and held it in 14 quarters. The position peaked at $52.8M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Charles Schwab reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Charles Schwab sold 811,937 Anaplan, Inc. shares in Q2 2022, an estimated $52.8M.
Charles Schwab first reported a position in Anaplan, Inc. in Q4 2018 and held it in 14 quarters.
Charles Schwab's Anaplan, Inc. position peaked at $52.8M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Charles Schwab's 13F filing for Q2 2022, filed 15 Aug 2022.