Rockbridge Investment Management’s Anaplan, Inc. PLAN Stock Holding History

Rockbridge Investment 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	-142	Closed	-$9.26K	–	827
2022 Q1	$9.26K	Hold	142	–	–	﹤0.01%	525
2021 Q4	$7K	Buy	142 +5	+4%	+$276	﹤0.01%	628
2021 Q3	$8K	Hold	137	–	–	﹤0.01%	564
2021 Q2	$7K	Hold	137	–	–	﹤0.01%	578
2021 Q1	$7K	Buy	137 +60	+78%	+$4.05K	﹤0.01%	554
2020 Q4	$6K	Buy	77 +10	+15%	+$650	﹤0.01%	558
2020 Q3	$4K	Buy	67 +27	+68%	+$1.39K	﹤0.01%	550
2020 Q2	$2K	Buy	+40	New	+$1.68K	﹤0.01%	579

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

Rockbridge Investment Management's PLAN Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 142 shares — an estimated $9.26K sold.

Rockbridge Investment Management first reported a position in PLAN in Q2 2020 and held it in 8 quarters. The position peaked at $9.26K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Rockbridge Investment Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 142 Anaplan, Inc. shares in Q2 2022, an estimated $9.26K.
Rockbridge Investment Management first reported a position in Anaplan, Inc. in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's Anaplan, Inc. position peaked at $9.26K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.