Element Pointe Advisors’s Anaplan, Inc. PLAN Stock Holding History

Element Pointe 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	-8,032	Closed	-$522K	–	91
2022 Q1	$522K	Sell	8,032 -60	-0.7%	-$2.92K	0.18%	60
2021 Q4	$371K	Hold	8,092	–	–	0.11%	83
2021 Q3	$493K	Hold	8,092	–	–	0.17%	74
2021 Q2	$453K	Hold	8,092	–	–	0.14%	86
2021 Q1	$435K	Hold	8,092	–	–	0.15%	92
2020 Q4	$581K	Buy	+8,092	New	+$526K	0.22%	75

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Element Pointe Advisors's PLAN Position: Q2 2022 in Review

Element Pointe Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 8,032 shares — an estimated $522K sold.

Element Pointe Advisors first reported a position in PLAN in Q4 2020 and held it in 6 quarters. The position peaked at $581K in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Element Pointe Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Element Pointe Advisors sold 8,032 Anaplan, Inc. shares in Q2 2022, an estimated $522K.
Element Pointe Advisors first reported a position in Anaplan, Inc. in Q4 2020 and held it in 6 quarters.
Element Pointe Advisors's Anaplan, Inc. position peaked at $581K in Q4 2020.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

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