LPL Financial’s Anaplan, Inc. PLAN Stock Holding History

LPL Financial’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 Q1	–	Sell	-12,196	Closed	-$559K	–	4467
2021 Q4	$559K	Buy	12,196 +502	+4%	+$27.7K	﹤0.01%	3187
2021 Q3	$712K	Buy	11,694 +2,007	+21%	+$119K	﹤0.01%	2891
2021 Q2	$516K	Buy	+9,687	New	+$539K	﹤0.01%	3135
2021 Q1	–	Sell	-11,370	Closed	-$817K	–	4177
2020 Q4	$817K	Buy	+11,370	New	+$739K	﹤0.01%	2347

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LPL Financial's PLAN Position: Q1 2022 in Review

LPL Financial sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 12,196 shares — an estimated $559K sold.

LPL Financial first reported a position in PLAN in Q4 2020 and held it in 4 quarters. The position peaked at $817K in Q4 2020. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

LPL Financial reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
LPL Financial sold 12,196 Anaplan, Inc. shares in Q1 2022, an estimated $559K.
LPL Financial first reported a position in Anaplan, Inc. in Q4 2020 and held it in 4 quarters.
LPL Financial's Anaplan, Inc. position peaked at $817K in Q4 2020.
335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on LPL Financial's 13F filing for Q1 2022, filed 16 May 2022.