EMFO LLC’s Anaplan, Inc. PLAN Stock Holding History

EMFO LLC’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	-199	Closed	-$13K	–	349
2022 Q1	$13K	Hold	199	–	–	0.01%	273
2021 Q4	$9K	Sell	199 -2,500	-93%	-$138K	0.01%	298
2021 Q3	$164K	Buy	2,699 +2,500	+1,256%	+$149K	0.14%	114
2021 Q2	$11K	Buy	+199	New	+$11.1K	0.01%	286

Other funds holding PLAN

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EMFO LLC's PLAN Position: Q2 2022 in Review

EMFO LLC sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 199 shares — an estimated $13K sold.

EMFO LLC first reported a position in PLAN in Q2 2021 and held it in 4 quarters. The position peaked at $164K in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

EMFO LLC reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
EMFO LLC sold 199 Anaplan, Inc. shares in Q2 2022, an estimated $13K.
EMFO LLC first reported a position in Anaplan, Inc. in Q2 2021 and held it in 4 quarters.
EMFO LLC's Anaplan, Inc. position peaked at $164K in Q3 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on EMFO LLC's 13F filing for Q2 2022, filed 27 Jul 2022.