PenderFund Capital Management’s Anaplan, Inc. PLAN Stock Holding History

PenderFund Capital 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	-5,600	Closed	-$455K	–	185
2022 Q1	$455K	Buy	+5,600	New	+$273K	0.11%	58

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

PenderFund Capital Management's PLAN Position: Q2 2022 in Review

PenderFund Capital Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 5,600 shares — an estimated $455K sold.

PenderFund Capital Management first reported a position in PLAN in Q1 2022 and held it in 1 quarter. The position peaked at $455K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

PenderFund Capital Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
PenderFund Capital Management sold 5,600 Anaplan, Inc. shares in Q2 2022, an estimated $455K.
PenderFund Capital Management first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
PenderFund Capital Management's Anaplan, Inc. position peaked at $455K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on PenderFund Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.