McCarthy Asset Management’s Anaplan, Inc. PLAN Stock Holding History

McCarthy Asset Management’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	-1	Closed	–	–	336
2022 Q1	$0	Hold	1	–	–	﹤0.01%	345
2021 Q4	$0	Hold	1	–	–	﹤0.01%	369
2021 Q3	$0	Hold	1	–	–	﹤0.01%	390
2021 Q2	$0	Hold	1	–	–	﹤0.01%	438
2021 Q1	$0	Hold	1	–	–	﹤0.01%	415
2020 Q4	$0	Buy	+1	New	+$65	﹤0.01%	371

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

McCarthy Asset Management's PLAN Position: Q2 2022 in Review

McCarthy Asset Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 1 share.

McCarthy Asset Management first reported a position in PLAN in Q4 2020 and held it in 6 quarters. The position peaked at $0 in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

McCarthy Asset Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 1 Anaplan, Inc. share in Q2 2022.
McCarthy Asset Management first reported a position in Anaplan, Inc. in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Anaplan, Inc. position peaked at $0 in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.