Dimensional Fund Advisors
PLAN

Dimensional Fund Advisors’s Anaplan, Inc. PLAN Stock Holding History

Dimensional Fund Advisors’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
-102,500
Closed -$6.67M – 3568
2022
Q1 		$6.67M Buy
102,500
+44,209
+76% +$2.15M ﹤0.01% 2451
2021
Q4 		$2.67M Sell
58,291
-149,428
-72% -$8.24M ﹤0.01% 2775
2021
Q3 		$12.6M Buy
207,719
+42,914
+26% +$2.55M ﹤0.01% 2218
2021
Q2 		$8.79M Sell
164,805
-5,801
-3% -$323K ﹤0.01% 2421
2021
Q1 		$9.18M Buy
170,606
+8,242
+5% +$556K ﹤0.01% 2359
2020
Q4 		$11.7M Buy
162,364
+17,993
+12% +$1.17M ﹤0.01% 2220
2020
Q3 		$9.03M Buy
144,371
+17,031
+13% +$878K ﹤0.01% 2241
2020
Q2 		$5.77M Buy
127,340
+37,530
+42% +$1.57M ﹤0.01% 2430
2020
Q1 		$2.72M Buy
89,810
+74,044
+470% +$3.69M ﹤0.01% 2605
2019
Q4 		$826K Buy
15,766
+4,889
+45% +$243K ﹤0.01% 3044
2019
Q3 		$511K Buy
10,877
+4,561
+72% +$248K ﹤0.01% 3134
2019
Q2 		$319K Buy
6,316
+91
+1% +$3.76K ﹤0.01% 3258
2019
Q1 		$245K Buy
+6,225
New +$210K ﹤0.01% 3281

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

Dimensional Fund Advisors's PLAN Position: Q2 2022 in Review

Dimensional Fund Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 102,500 shares — an estimated $6.67M sold.

Dimensional Fund Advisors first reported a position in PLAN in Q1 2019 and held it in 13 quarters. The position peaked at $12.6M in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Dimensional Fund Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 102,500 Anaplan, Inc. shares in Q2 2022, an estimated $6.67M.
  • Dimensional Fund Advisors first reported a position in Anaplan, Inc. in Q1 2019 and held it in 13 quarters.
  • Dimensional Fund Advisors's Anaplan, Inc. position peaked at $12.6M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Dimensional Fund Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.