SEI Investments’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-67,601
| Closed | -$4.4M | – | 2762 |
|
2022
Q1 | $4.4M | Sell |
67,601
-71,974
| -52% | -$4.68M | 0.01% | 1169 |
|
2021
Q4 | $6.4M | Sell |
139,575
-463,928
| -77% | -$21.3M | 0.01% | 1008 |
|
2021
Q3 | $36.7M | Buy |
603,503
+9,881
| +2% | +$602K | 0.08% | 270 |
|
2021
Q2 | $31.6M | Buy |
593,622
+8,977
| +2% | +$478K | 0.07% | 275 |
|
2021
Q1 | $31.5M | Buy |
584,645
+150,169
| +35% | +$8.09M | 0.08% | 251 |
|
2020
Q4 | $31.2M | Sell |
434,476
-19,129
| -4% | -$1.37M | 0.08% | 238 |
|
2020
Q3 | $28.4M | Buy |
+453,605
| New | +$28.4M | 0.08% | 232 |
|
2020
Q1 | – | Sell |
-8,443
| Closed | -$439K | – | 2472 |
|
2019
Q4 | $439K | Sell |
8,443
-48,624
| -85% | -$2.53M | ﹤0.01% | 1992 |
|
2019
Q3 | $2.68M | Buy |
57,067
+6,279
| +12% | +$295K | 0.01% | 1203 |
|
2019
Q2 | $2.56M | Buy |
50,788
+33,694
| +197% | +$1.7M | 0.01% | 1218 |
|
2019
Q1 | $673K | Buy |
+17,094
| New | +$673K | ﹤0.01% | 1744 |
|