Private Capital Group’s Anaplan, Inc. PLAN Stock Holding History

Private Capital Group’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	-26	Closed	-$2K	–	2175
2022 Q1	$2K	Sell	26 -198	-88%	-$9.64K	﹤0.01%	1858
2021 Q4	$10K	Sell	224 -19	-8%	-$1.05K	﹤0.01%	1309
2021 Q3	$15K	Sell	243 -7	-3%	-$417	﹤0.01%	1206
2021 Q2	$13K	Sell	250 -9	-3%	-$501	﹤0.01%	1265
2021 Q1	$14K	Sell	259 -141	-35%	-$9.51K	﹤0.01%	1204
2020 Q4	$29K	Buy	400 +3	+0.8%	+$195	0.01%	1034
2020 Q3	$25K	Buy	397 +31	+8%	+$1.6K	0.01%	1014
2020 Q2	$17K	Buy	366 +41	+13%	+$1.72K	﹤0.01%	1169
2020 Q1	$10K	Buy	325 +42	+15%	+$2.09K	﹤0.01%	1288
2019 Q4	$14K	Sell	283 -467	-62%	-$23.2K	﹤0.01%	1239
2019 Q3	$35K	Buy	+750	New	+$40.7K	0.01%	940
2019 Q2	–	Sell	-250	Closed	-$10K	–	2473
2019 Q1	$10K	Sell	250 -250	-50%	-$8.42K	﹤0.01%	1485
2018 Q4	$13K	Buy	+500	New	+$12.4K	﹤0.01%	1287

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

Private Capital Group's PLAN Position: Q2 2022 in Review

Private Capital Group sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 26 shares — an estimated $2K sold.

Private Capital Group first reported a position in PLAN in Q4 2018 and held it in 13 quarters. The position peaked at $35K in Q3 2019. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Private Capital Group reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 26 Anaplan, Inc. shares in Q2 2022, an estimated $2K.
Private Capital Group first reported a position in Anaplan, Inc. in Q4 2018 and held it in 13 quarters.
Private Capital Group's Anaplan, Inc. position peaked at $35K in Q3 2019.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.