Credential Qtrade Securities’s Anaplan, Inc. PLAN Stock Holding History

Credential Qtrade Securities’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	-9,841	Closed	-$640K	–	383
2022 Q1	$640K	Buy	9,841 +537	+6%	+$26.2K	0.04%	170
2021 Q4	$427K	Buy	9,304 +2,481	+36%	+$137K	0.03%	196
2021 Q3	$415K	Buy	+6,823	New	+$406K	0.03%	185
2021 Q1	–	Sell	-1,632	Closed	-$117K	–	409
2020 Q4	$117K	Sell	1,632 -1,423	-47%	-$92.5K	0.01%	222
2020 Q3	$191K	Buy	+3,055	New	+$157K	0.02%	196

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

Credential Qtrade Securities's PLAN Position: Q2 2022 in Review

Credential Qtrade Securities sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 9,841 shares — an estimated $640K sold.

Credential Qtrade Securities first reported a position in PLAN in Q3 2020 and held it in 5 quarters. The position peaked at $640K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Credential Qtrade Securities reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Credential Qtrade Securities sold 9,841 Anaplan, Inc. shares in Q2 2022, an estimated $640K.
Credential Qtrade Securities first reported a position in Anaplan, Inc. in Q3 2020 and held it in 5 quarters.
Credential Qtrade Securities's Anaplan, Inc. position peaked at $640K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Credential Qtrade Securities's 13F filing for Q2 2022, filed 21 Jul 2025.