Xponance’s Anaplan, Inc. PLAN Stock Holding History

Xponance’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	-16,084	Closed	-$1.05M	–	1253
2022 Q1	$1.05M	Sell	16,084 -75	-0.5%	-$3.65K	0.02%	582
2021 Q4	$741K	Buy	16,159 +376	+2%	+$20.7K	0.01%	740
2021 Q3	$961K	Sell	15,783 -452	-3%	-$26.9K	0.02%	575
2021 Q2	$865K	Buy	16,235 +2,047	+14%	+$114K	0.02%	657
2021 Q1	$764K	Buy	14,188 +238	+2%	+$16.1K	0.02%	585
2020 Q4	$1M	Buy	13,950 +339	+2%	+$22K	0.02%	465
2020 Q3	$852K	Buy	13,611 +168	+1%	+$8.66K	0.02%	457
2020 Q2	$609K	Buy	+13,443	New	+$563K	0.02%	515

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

Xponance's PLAN Position: Q2 2022 in Review

Xponance sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 16,084 shares — an estimated $1.05M sold.

Xponance first reported a position in PLAN in Q2 2020 and held it in 8 quarters. The position peaked at $1.05M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Xponance reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Xponance sold 16,084 Anaplan, Inc. shares in Q2 2022, an estimated $1.05M.
Xponance first reported a position in Anaplan, Inc. in Q2 2020 and held it in 8 quarters.
Xponance's Anaplan, Inc. position peaked at $1.05M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Xponance's 13F filing for Q2 2022, filed 2 Aug 2022.