C
PLAN

Covestor’s Anaplan, Inc. PLAN Stock Holding History

Covestor’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
-215
Closed -$14K – 2542
2022
Q1 		$14K Buy
215
+87
+68% +$4.24K 0.01% 1205
2021
Q4 		$6K Buy
+128
New +$7.06K 0.01% 1276

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

Covestor's PLAN Position: Q2 2022 in Review

Covestor sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 215 shares — an estimated $14K sold.

Covestor first reported a position in PLAN in Q4 2021 and held it in 2 quarters. The position peaked at $14K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Covestor reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Covestor sold 215 Anaplan, Inc. shares in Q2 2022, an estimated $14K.
  • Covestor first reported a position in Anaplan, Inc. in Q4 2021 and held it in 2 quarters.
  • Covestor's Anaplan, Inc. position peaked at $14K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Covestor's 13F filing for Q2 2022, filed 10 Aug 2022.