Truvestments Capital’s Anaplan, Inc. PLAN Stock Holding History

Truvestments Capital’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	-7,258	Closed	-$472K	–	659
2022 Q1	$472K	Sell	7,258 -246	-3%	-$12K	0.26%	92
2021 Q4	$344K	Buy	7,504 +422	+6%	+$23.3K	0.17%	119
2021 Q3	$431K	Buy	7,082 +125	+2%	+$7.44K	0.24%	104
2021 Q2	$371K	Buy	6,957 +83	+1%	+$4.62K	0.2%	122
2021 Q1	$370K	Buy	6,874 +1,251	+22%	+$84.4K	0.21%	122
2020 Q4	$404K	Buy	5,623 +562	+11%	+$36.5K	0.28%	96
2020 Q3	$316K	Buy	5,061 +2,657	+111%	+$137K	0.29%	94
2020 Q2	$108K	Buy	2,404 +2,035	+551%	+$85.2K	0.11%	145
2020 Q1	$11K	Buy	+369	New	+$18.4K	0.01%	341

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

Truvestments Capital's PLAN Position: Q2 2022 in Review

Truvestments Capital sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 7,258 shares — an estimated $472K sold.

Truvestments Capital first reported a position in PLAN in Q1 2020 and held it in 9 quarters. The position peaked at $472K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Truvestments Capital reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Truvestments Capital sold 7,258 Anaplan, Inc. shares in Q2 2022, an estimated $472K.
Truvestments Capital first reported a position in Anaplan, Inc. in Q1 2020 and held it in 9 quarters.
Truvestments Capital's Anaplan, Inc. position peaked at $472K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Truvestments Capital's 13F filing for Q2 2022, filed 9 Aug 2022.