Credit Suisse’s Anaplan, Inc. PLAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-163,718
Closed -$10.7M 4568
2022
Q1
$10.7M Buy
163,718
+64,985
+66% +$4.23M 0.01% 1012
2021
Q4
$4.53M Sell
98,733
-18,517
-16% -$849K ﹤0.01% 1568
2021
Q3
$7.14M Buy
117,250
+7,756
+7% +$472K ﹤0.01% 1310
2021
Q2
$6.05M Buy
109,494
+6,067
+6% +$335K ﹤0.01% 1426
2021
Q1
$5.57M Sell
103,427
-601,420
-85% -$32.4M ﹤0.01% 1482
2020
Q4
$50.6M Buy
704,847
+13,928
+2% +$1M 0.02% 504
2020
Q3
$43.2M Sell
690,919
-24,725
-3% -$1.55M 0.03% 478
2020
Q2
$32.4M Buy
715,644
+551,240
+335% +$25M 0.02% 561
2020
Q1
$4.98M Buy
164,404
+84,167
+105% +$2.55M ﹤0.01% 1189
2019
Q4
$4.2M Buy
80,237
+60,590
+308% +$3.17M ﹤0.01% 1517
2019
Q3
$923K Buy
19,647
+2,382
+14% +$112K ﹤0.01% 2445
2019
Q2
$872K Buy
17,265
+4,958
+40% +$250K ﹤0.01% 2449
2019
Q1
$485K Buy
+12,307
New +$485K ﹤0.01% 2787