RJA
PLAN

Raymond James & Associates’s Anaplan, Inc. PLAN Stock Holding History

Raymond James & Associates’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
Q1 		– Sell
-16,999
Closed -$779K – 4342
2021
Q4 		$779K Sell
16,999
-902
-5% -$49.7K ﹤0.01% 2789
2021
Q3 		$1.09M Buy
17,901
+436
+2% +$26K ﹤0.01% 2525
2021
Q2 		$931K Buy
17,465
+5,837
+50% +$325K ﹤0.01% 2635
2021
Q1 		$626K Sell
11,628
-2,450
-17% -$165K ﹤0.01% 2850
2020
Q4 		$1.01M Buy
+14,078
New +$915K ﹤0.01% 2338
2020
Q1 		– Sell
-135,444
Closed -$7.1M – 3792
2019
Q4 		$7.1M Sell
135,444
-3,922
-3% -$195K 0.01% 1064
2019
Q3 		$6.55M Sell
139,366
-23,806
-15% -$1.29M 0.01% 1075
2019
Q2 		$8.23M Buy
163,172
+109,315
+203% +$4.52M 0.01% 955
2019
Q1 		$2.12M Buy
53,857
+13,216
+33% +$445K ﹤0.01% 1731
2018
Q4 		$1.08M Buy
+40,641
New +$1M ﹤0.01% 2043

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Raymond James & Associates's PLAN Position: Q1 2022 in Review

Raymond James & Associates sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 16,999 shares — an estimated $779K sold.

Raymond James & Associates first reported a position in PLAN in Q4 2018 and held it in 10 quarters. The position peaked at $8.23M in Q2 2019. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

  • Raymond James & Associates reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
  • Raymond James & Associates sold 16,999 Anaplan, Inc. shares in Q1 2022, an estimated $779K.
  • Raymond James & Associates first reported a position in Anaplan, Inc. in Q4 2018 and held it in 10 quarters.
  • Raymond James & Associates's Anaplan, Inc. position peaked at $8.23M in Q2 2019.
  • 335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on Raymond James & Associates's 13F filing for Q1 2022, filed 11 May 2022.