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