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

Penn 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	-31,948	Closed	-$1.99M	–	227
2022 Q1	$1.99M	Buy	31,948 +10,280	+47%	+$501K	0.2%	133
2021 Q4	$993K	Buy	+21,668	New	+$1.19M	0.1%	167

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

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

Penn Capital Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 31,948 shares — an estimated $1.99M sold.

Penn Capital Management first reported a position in PLAN in Q4 2021 and held it in 2 quarters. The position peaked at $1.99M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Penn Capital Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Penn Capital Management sold 31,948 Anaplan, Inc. shares in Q2 2022, an estimated $1.99M.
Penn Capital Management first reported a position in Anaplan, Inc. in Q4 2021 and held it in 2 quarters.
Penn Capital Management's Anaplan, Inc. position peaked at $1.99M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

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