CS
PLAN

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

Credit Suisse’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
-163,718
Closed -$10.7M – 4587
2022
Q1 		$10.7M Buy
163,718
+64,985
+66% +$3.17M 0.01% 1020
2021
Q4 		$4.53M Sell
98,733
-18,517
-16% -$1.02M ﹤0.01% 2093
2021
Q3 		$7.14M Buy
117,250
+7,756
+7% +$462K ﹤0.01% 1775
2021
Q2 		$6.05M Buy
109,494
+6,067
+6% +$338K ﹤0.01% 1931
2021
Q1 		$5.57M Sell
103,427
-601,420
-85% -$40.6M ﹤0.01% 1990
2020
Q4 		$50.6M Buy
704,847
+13,928
+2% +$906K 0.02% 708
2020
Q3 		$43.2M Sell
690,919
-24,725
-3% -$1.27M 0.03% 673
2020
Q2 		$32.4M Buy
715,644
+551,240
+335% +$23.1M 0.02% 719
2020
Q1 		$4.97M Buy
164,404
+84,167
+105% +$4.2M ﹤0.01% 1548
2019
Q4 		$4.2M Buy
80,237
+60,590
+308% +$3.01M ﹤0.01% 2004
2019
Q3 		$923K Buy
19,647
+2,382
+14% +$129K ﹤0.01% 3058
2019
Q2 		$872K Buy
17,265
+4,958
+40% +$205K ﹤0.01% 3038
2019
Q1 		$485K Buy
+12,307
New +$414K ﹤0.01% 3351

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

Credit Suisse's PLAN Position: Q2 2022 in Review

Credit Suisse sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 163,718 shares — an estimated $10.7M sold.

Credit Suisse first reported a position in PLAN in Q1 2019 and held it in 13 quarters. The position peaked at $50.6M in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Credit Suisse reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Credit Suisse sold 163,718 Anaplan, Inc. shares in Q2 2022, an estimated $10.7M.
  • Credit Suisse first reported a position in Anaplan, Inc. in Q1 2019 and held it in 13 quarters.
  • Credit Suisse's Anaplan, Inc. position peaked at $50.6M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Credit Suisse's 13F filing for Q2 2022, filed 12 Aug 2022.