SteelPeak Wealth’s Anaplan, Inc. PLAN Stock Holding History

SteelPeak Wealth’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	-6,706	Closed	-$307K	–	502
2021 Q4	$307K	Hold	6,706	–	–	0.02%	324
2021 Q3	$408K	Hold	6,706	–	–	0.03%	275
2021 Q2	$357K	Hold	6,706	–	–	0.02%	310
2021 Q1	$361K	Buy	6,706 +1,000	+18%	+$67.4K	0.03%	274
2020 Q4	$410K	Hold	5,706	–	–	0.04%	230
2020 Q3	$357K	Buy	+5,706	New	+$294K	0.04%	198

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SteelPeak Wealth's PLAN Position: Q1 2022 in Review

SteelPeak Wealth sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 6,706 shares — an estimated $307K sold.

SteelPeak Wealth first reported a position in PLAN in Q3 2020 and held it in 6 quarters. The position peaked at $410K in Q4 2020. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

SteelPeak Wealth reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
SteelPeak Wealth sold 6,706 Anaplan, Inc. shares in Q1 2022, an estimated $307K.
SteelPeak Wealth first reported a position in Anaplan, Inc. in Q3 2020 and held it in 6 quarters.
SteelPeak Wealth's Anaplan, Inc. position peaked at $410K in Q4 2020.
335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on SteelPeak Wealth's 13F filing for Q1 2022, filed 10 May 2022.