WCM Investment Management’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-208,436
| Closed | -$13.6M | – | 221 |
|
|
2022
Q1 | $13.6M | Sell |
208,436
-214,780
| -51% | -$14M | 0.04% | 109 |
|
|
2021
Q4 | $19.4M | Buy |
423,216
+210,593
| +99% | +$9.66M | 0.04% | 80 |
|
|
2021
Q3 | $12.9M | Sell |
212,623
-47,154
| -18% | -$2.87M | 0.03% | 99 |
|
|
2021
Q2 | $13.8M | Buy |
+259,777
| New | +$13.8M | 0.04% | 83 |
|
|
2019
Q3 | – | Sell |
-25,412
| Closed | -$1.28M | – | 167 |
|
|
2019
Q2 | $1.28M | Sell |
25,412
-8,604
| -25% | -$434K | 0.01% | 113 |
|
|
2019
Q1 | $1.34M | Buy |
+34,016
| New | +$1.34M | 0.01% | 104 |
|