WCM Investment Management’s Anaplan, Inc. PLAN Stock Holding History

WCM Investment Management’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	-208,436	Closed	-$13.6M	–	221
2022 Q1	$13.6M	Sell	208,436 -214,780	-51%	-$10.5M	0.04%	109
2021 Q4	$19.4M	Buy	423,216 +210,593	+99%	+$11.6M	0.04%	80
2021 Q3	$12.9M	Sell	212,623 -47,154	-18%	-$2.81M	0.03%	99
2021 Q2	$13.8M	Buy	+259,777	New	+$14.5M	0.04%	83
2019 Q3	–	Sell	-25,412	Closed	-$1.28M	–	167
2019 Q2	$1.28M	Sell	25,412 -8,604	-25%	-$356K	0.01%	113
2019 Q1	$1.34M	Buy	+34,016	New	+$1.15M	0.01%	104

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

WCM Investment Management's PLAN Position: Q2 2022 in Review

WCM Investment Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 208,436 shares — an estimated $13.6M sold.

WCM Investment Management first reported a position in PLAN in Q1 2019 and held it in 6 quarters. The position peaked at $19.4M in Q4 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

WCM Investment Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
WCM Investment Management sold 208,436 Anaplan, Inc. shares in Q2 2022, an estimated $13.6M.
WCM Investment Management first reported a position in Anaplan, Inc. in Q1 2019 and held it in 6 quarters.
WCM Investment Management's Anaplan, Inc. position peaked at $19.4M in Q4 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on WCM Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.