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

CI Investments Inc’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	-8	Closed	-$1K	–	1486
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	1283
2021 Q4	$0	Hold	8	–	–	﹤0.01%	1495
2021 Q3	$0	Buy	+8	New	+$476	﹤0.01%	1464

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

CI Investments Inc's PLAN Position: Q2 2022 in Review

CI Investments Inc sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 8 shares — an estimated $1K sold.

CI Investments Inc first reported a position in PLAN in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

CI Investments Inc reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
CI Investments Inc sold 8 Anaplan, Inc. shares in Q2 2022, an estimated $1K.
CI Investments Inc first reported a position in Anaplan, Inc. in Q3 2021 and held it in 3 quarters.
CI Investments Inc's Anaplan, Inc. position peaked at $1K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on CI Investments Inc's 13F filing for Q2 2022, filed 12 Aug 2022.