D.B. Root & Company’s Anaplan, Inc. PLAN Stock Holding History

D.B. Root & Company’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	-7,338	Closed	-$336K	–	196
2021 Q4	$336K	Buy	+7,338	New	+$405K	0.12%	156

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

D.B. Root & Company's PLAN Position: Q1 2022 in Review

D.B. Root & Company sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 7,338 shares — an estimated $336K sold.

D.B. Root & Company first reported a position in PLAN in Q4 2021 and held it in 1 quarter. The position peaked at $336K in Q4 2021. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

D.B. Root & Company reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
D.B. Root & Company sold 7,338 Anaplan, Inc. shares in Q1 2022, an estimated $336K.
D.B. Root & Company first reported a position in Anaplan, Inc. in Q4 2021 and held it in 1 quarter.
D.B. Root & Company's Anaplan, Inc. position peaked at $336K in Q4 2021.
335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on D.B. Root & Company's 13F filing for Q1 2022, filed 6 May 2022.