Vontobel Holding
PLAN

Vontobel Holding’s Anaplan, Inc. PLAN Stock Holding History

Vontobel Holding’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
-36,141
Closed -$1.68M – 1155
2021
Q4 		$1.68M Buy
36,141
+2,827
+8% +$156K 0.01% 490
2021
Q3 		$2.03M Buy
33,314
+1,862
+6% +$111K 0.02% 441
2021
Q2 		$1.74M Buy
31,452
+5,670
+22% +$316K 0.02% 470
2021
Q1 		$1.39M Buy
25,782
+13,906
+117% +$938K 0.01% 475
2020
Q4 		$986K Buy
+11,876
New +$772K 0.01% 533

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vontobel Holding's PLAN Position: Q1 2022 in Review

Vontobel Holding sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 36,141 shares — an estimated $1.68M sold.

Vontobel Holding first reported a position in PLAN in Q4 2020 and held it in 5 quarters. The position peaked at $2.03M in Q3 2021. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

  • Vontobel Holding reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
  • Vontobel Holding sold 36,141 Anaplan, Inc. shares in Q1 2022, an estimated $1.68M.
  • Vontobel Holding first reported a position in Anaplan, Inc. in Q4 2020 and held it in 5 quarters.
  • Vontobel Holding's Anaplan, Inc. position peaked at $2.03M in Q3 2021.
  • 335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on Vontobel Holding's 13F filing for Q1 2022, filed 13 May 2022.