Pictet Asset Management (Switzerland)’s Anaplan, Inc. PLAN Stock Holding History

Pictet Asset Management (Switzerland)’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	-8,479	Closed	-$552K	–	1719
2022 Q1	$552K	Sell	8,479 -117,634	-93%	-$5.73M	﹤0.01%	1141
2021 Q4	$5.78M	Buy	126,113 +12,627	+11%	+$696K	0.01%	803
2021 Q3	$6.91M	Buy	+113,486	New	+$6.76M	0.01%	776

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s PLAN Position: Q2 2022 in Review

Pictet Asset Management (Switzerland) sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 8,479 shares — an estimated $552K sold.

Pictet Asset Management (Switzerland) first reported a position in PLAN in Q3 2021 and held it in 3 quarters. The position peaked at $6.91M in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Pictet Asset Management (Switzerland) reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Pictet Asset Management (Switzerland) sold 8,479 Anaplan, Inc. shares in Q2 2022, an estimated $552K.
Pictet Asset Management (Switzerland) first reported a position in Anaplan, Inc. in Q3 2021 and held it in 3 quarters.
Pictet Asset Management (Switzerland)'s Anaplan, Inc. position peaked at $6.91M in Q3 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2022, filed 9 Aug 2022.