Spearhead Capital Advisors’s Anaplan, Inc. PLAN Stock Holding History

Spearhead Capital Advisors’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	-6,583	Closed	-$428K	–	217
2022 Q1	$428K	Sell	6,583 -302	-4%	-$14.7K	0.05%	96
2021 Q4	$316K	Buy	6,885 +78	+1%	+$4.3K	0.04%	143
2021 Q3	$414K	Sell	6,807 -28	-0.4%	-$1.67K	0.06%	121
2021 Q2	$364K	Buy	6,835 +926	+16%	+$51.5K	0.05%	158
2021 Q1	$318K	Buy	5,909 +1,095	+23%	+$73.8K	0.05%	156
2020 Q4	$346K	Buy	4,814 +119	+3%	+$7.74K	0.06%	130
2020 Q3	$294K	Buy	+4,695	New	+$242K	0.06%	135

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

Spearhead Capital Advisors's PLAN Position: Q2 2022 in Review

Spearhead Capital Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 6,583 shares — an estimated $428K sold.

Spearhead Capital Advisors first reported a position in PLAN in Q3 2020 and held it in 7 quarters. The position peaked at $428K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Spearhead Capital Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 6,583 Anaplan, Inc. shares in Q2 2022, an estimated $428K.
Spearhead Capital Advisors first reported a position in Anaplan, Inc. in Q3 2020 and held it in 7 quarters.
Spearhead Capital Advisors's Anaplan, Inc. position peaked at $428K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Spearhead Capital Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.