First Trust Capital Management’s Anaplan, Inc. PLAN Stock Holding History

First Trust Capital Management’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	-575,781	Closed	-$37.5M	–	451
2022 Q1	$37.5M	Buy	+575,781	New	+$28M	4.03%	7

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

First Trust Capital Management's PLAN Position: Q2 2022 in Review

First Trust Capital Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 575,781 shares — an estimated $37.5M sold.

First Trust Capital Management first reported a position in PLAN in Q1 2022 and held it in 1 quarter. The position peaked at $37.5M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

First Trust Capital Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
First Trust Capital Management sold 575,781 Anaplan, Inc. shares in Q2 2022, an estimated $37.5M.
First Trust Capital Management first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
First Trust Capital Management's Anaplan, Inc. position peaked at $37.5M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on First Trust Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.