HSBC Holdings’s Anaplan, Inc. PLAN Stock Holding History

HSBC Holdings’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	-217,650	Closed	-$14.2M	–	3539
2022 Q1	$14.2M	Buy	217,650 +182,485	+519%	+$8.89M	0.02%	729
2021 Q4	$1.62M	Buy	35,165 +27,532	+361%	+$1.52M	﹤0.01%	1785
2021 Q3	$467K	Sell	7,633 -678	-8%	-$40.4K	﹤0.01%	2292
2021 Q2	$448K	Sell	8,311 -28	-0.3%	-$1.56K	﹤0.01%	2260
2021 Q1	$443K	Buy	8,339 +3,106	+59%	+$209K	﹤0.01%	2050
2020 Q4	$377K	Buy	+5,233	New	+$340K	﹤0.01%	2399

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

HSBC Holdings's PLAN Position: Q2 2022 in Review

HSBC Holdings sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 217,650 shares — an estimated $14.2M sold.

HSBC Holdings first reported a position in PLAN in Q4 2020 and held it in 6 quarters. The position peaked at $14.2M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

HSBC Holdings reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
HSBC Holdings sold 217,650 Anaplan, Inc. shares in Q2 2022, an estimated $14.2M.
HSBC Holdings first reported a position in Anaplan, Inc. in Q4 2020 and held it in 6 quarters.
HSBC Holdings's Anaplan, Inc. position peaked at $14.2M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on HSBC Holdings's 13F filing for Q2 2022, filed 11 Aug 2022.