Guggenheim Capital’s Anaplan, Inc. PLAN Stock Holding History

Guggenheim Capital’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	-14,197	Closed	-$924K	–	2173
2022 Q1	$924K	Buy	+14,197	New	+$692K	0.01%	1397
2021 Q4	–	Sell	-8,769	Closed	-$534K	–	2272
2021 Q3	$534K	Buy	8,769 +1,350	+18%	+$80.4K	﹤0.01%	1717
2021 Q2	$395K	Sell	7,419 -712	-9%	-$39.6K	﹤0.01%	1918
2021 Q1	$438K	Sell	8,131 -491	-6%	-$33.1K	﹤0.01%	1783
2020 Q4	$619K	Buy	8,622 +372	+5%	+$24.2K	﹤0.01%	1545
2020 Q3	$516K	Buy	8,250 +1,268	+18%	+$65.3K	﹤0.01%	1433
2020 Q2	$316K	Buy	+6,982	New	+$292K	﹤0.01%	1598
2020 Q1	–	Sell	-4,020	Closed	-$211K	–	2053
2019 Q4	$211K	Sell	4,020 -2,449	-38%	-$122K	﹤0.01%	1979
2019 Q3	$304K	Buy	+6,469	New	+$351K	﹤0.01%	1839

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

Guggenheim Capital's PLAN Position: Q2 2022 in Review

Guggenheim Capital sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 14,197 shares — an estimated $924K sold.

Guggenheim Capital first reported a position in PLAN in Q3 2019 and held it in 9 quarters. The position peaked at $924K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Guggenheim Capital reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Guggenheim Capital sold 14,197 Anaplan, Inc. shares in Q2 2022, an estimated $924K.
Guggenheim Capital first reported a position in Anaplan, Inc. in Q3 2019 and held it in 9 quarters.
Guggenheim Capital's Anaplan, Inc. position peaked at $924K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

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