Havens Advisors’s Anaplan, Inc. PLAN Stock Holding History

Havens 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	-34,800	Closed	-$2.26M	–	50
2022 Q1	$2.26M	Buy	+34,800	New	+$1.7M	4.16%	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

Havens Advisors's PLAN Position: Q2 2022 in Review

Havens Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 34,800 shares — an estimated $2.26M sold.

Havens Advisors first reported a position in PLAN in Q1 2022 and held it in 1 quarter. The position peaked at $2.26M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Havens Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Havens Advisors sold 34,800 Anaplan, Inc. shares in Q2 2022, an estimated $2.26M.
Havens Advisors first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
Havens Advisors's Anaplan, Inc. position peaked at $2.26M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Havens Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.