CVA Family Office’s Anaplan, Inc. PLAN Stock Holding History

CVA Family Office’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 Q1	–	Sell	-82	Closed	-$4K	–	1013
2021 Q4	$4K	Buy	+82	New	+$4.52K	﹤0.01%	792
2021 Q3	–	Sell	-173	Closed	-$9K	–	949
2021 Q2	$9K	Buy	+173	New	+$9.63K	﹤0.01%	689

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CVA Family Office's PLAN Position: Q1 2022 in Review

CVA Family Office sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 82 shares — an estimated $4K sold.

CVA Family Office first reported a position in PLAN in Q2 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

CVA Family Office reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
CVA Family Office sold 82 Anaplan, Inc. shares in Q1 2022, an estimated $4K.
CVA Family Office first reported a position in Anaplan, Inc. in Q2 2021 and held it in 2 quarters.
CVA Family Office's Anaplan, Inc. position peaked at $9K in Q2 2021.
335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on CVA Family Office's 13F filing for Q1 2022, filed 22 Apr 2022.