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

IEQ 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	-13,896	Closed	-$904K	–	875
2022 Q1	$904K	Buy	13,896 +3,442	+33%	+$168K	0.02%	356
2021 Q4	$479K	Sell	10,454 -1,261	-11%	-$69.5K	0.01%	467
2021 Q3	$714K	Buy	11,715 +224	+2%	+$13.3K	0.02%	347
2021 Q2	$612K	Buy	11,491 +397	+4%	+$22.1K	0.02%	315
2021 Q1	$597K	Hold	11,094	–	–	0.02%	260
2020 Q4	$797K	Buy	11,094 +640	+6%	+$41.6K	0.04%	175
2020 Q3	$654K	Hold	10,454	–	–	0.04%	207
2020 Q2	$474K	Hold	10,454	–	–	0.03%	206
2020 Q1	$316K	Buy	+10,454	New	+$521K	0.03%	268

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

IEQ Capital's PLAN Position: Q2 2022 in Review

IEQ Capital sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 13,896 shares — an estimated $904K sold.

IEQ Capital first reported a position in PLAN in Q1 2020 and held it in 9 quarters. The position peaked at $904K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

IEQ Capital reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
IEQ Capital sold 13,896 Anaplan, Inc. shares in Q2 2022, an estimated $904K.
IEQ Capital first reported a position in Anaplan, Inc. in Q1 2020 and held it in 9 quarters.
IEQ Capital's Anaplan, Inc. position peaked at $904K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on IEQ Capital's 13F filing for Q2 2022, filed 27 Jul 2022.