CIBC Private Wealth Group
PLAN

CIBC Private Wealth Group’s Anaplan, Inc. PLAN Stock Holding History

CIBC Private Wealth Group’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
-228,882
Closed -$14.9M – 1339
2022
Q1 		$14.9M Sell
228,882
-86,652
-27% -$4.22M 0.03% 285
2021
Q4 		$14.5M Sell
315,534
-30,968
-9% -$1.71M 0.03% 297
2021
Q3 		$21.1M Buy
346,502
+10,096
+3% +$601K 0.05% 241
2021
Q2 		$17.9M Buy
336,406
+56,206
+20% +$3.13M 0.04% 277
2021
Q1 		$15.1M Buy
280,200
+42,297
+18% +$2.85M 0.04% 292
2020
Q4 		$17.1M Sell
237,903
-9,835
-4% -$639K 0.05% 254
2020
Q3 		$15.5M Buy
247,738
+76,255
+44% +$3.93M 0.05% 239
2020
Q2 		$7.77M Buy
+171,483
New +$7.18M 0.04% 264

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

CIBC Private Wealth Group's PLAN Position: Q2 2022 in Review

CIBC Private Wealth Group sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 228,882 shares — an estimated $14.9M sold.

CIBC Private Wealth Group first reported a position in PLAN in Q2 2020 and held it in 8 quarters. The position peaked at $21.1M in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • CIBC Private Wealth Group reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • CIBC Private Wealth Group sold 228,882 Anaplan, Inc. shares in Q2 2022, an estimated $14.9M.
  • CIBC Private Wealth Group first reported a position in Anaplan, Inc. in Q2 2020 and held it in 8 quarters.
  • CIBC Private Wealth Group's Anaplan, Inc. position peaked at $21.1M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on CIBC Private Wealth Group's 13F filing for Q2 2022, filed 3 Aug 2022.