Close Asset Management’s Anaplan, Inc. PLAN Stock Holding History

Close Asset Management’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	-1,000	Closed	-$46K	–	223
2022 Q1	$46K	Hold	1,000	–	–	﹤0.01%	130
2021 Q4	$46K	Hold	1,000	–	–	﹤0.01%	130
2021 Q3	$61K	Hold	1,000	–	–	﹤0.01%	110
2021 Q2	$53K	Hold	1,000	–	–	﹤0.01%	126
2021 Q1	$54K	Buy	+1,000	New	+$67.4K	﹤0.01%	132
2019 Q2	–	Sell	-2,000	Closed	-$79K	–	201
2019 Q1	$79K	Buy	+2,000	New	+$67.3K	0.01%	118

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

Close Asset Management's PLAN Position: Q2 2022 in Review

Close Asset Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 1,000 shares — an estimated $46K sold.

Close Asset Management first reported a position in PLAN in Q1 2019 and held it in 6 quarters. The position peaked at $79K in Q1 2019. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Close Asset Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Close Asset Management sold 1,000 Anaplan, Inc. shares in Q2 2022, an estimated $46K.
Close Asset Management first reported a position in Anaplan, Inc. in Q1 2019 and held it in 6 quarters.
Close Asset Management's Anaplan, Inc. position peaked at $79K in Q1 2019.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Close Asset Management's 13F filing for Q2 2022, filed 29 Jul 2022.