Zurich Cantonal Bank’s Anaplan, Inc. PLAN Stock Holding History

Zurich Cantonal Bank’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	-19,074	Closed	-$1.24M	–	2962
2022 Q1	$1.24M	Sell	19,074 -20,798	-52%	-$1.01M	0.01%	854
2021 Q4	$1.83M	Buy	39,872 +5,250	+15%	+$289K	0.01%	778
2021 Q3	$2.11M	Buy	34,622 +1,717	+5%	+$102K	0.01%	742
2021 Q2	$1.75M	Sell	32,905 -371	-1%	-$20.6K	0.01%	757
2021 Q1	$1.79M	Sell	33,276 -2,104	-6%	-$142K	0.01%	733
2020 Q4	$2.54M	Buy	35,380 +22,988	+186%	+$1.49M	0.02%	672
2020 Q3	$775K	Buy	12,392 +665	+6%	+$34.3K	0.01%	914
2020 Q2	$531K	Buy	11,727 +3,085	+36%	+$129K	﹤0.01%	978
2020 Q1	$262K	Buy	8,642 +2,050	+31%	+$102K	﹤0.01%	1098
2019 Q4	$345K	Buy	+6,592	New	+$327K	﹤0.01%	1056

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

Zurich Cantonal Bank's PLAN Position: Q2 2022 in Review

Zurich Cantonal Bank sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 19,074 shares — an estimated $1.24M sold.

Zurich Cantonal Bank first reported a position in PLAN in Q4 2019 and held it in 10 quarters. The position peaked at $2.54M in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Zurich Cantonal Bank reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Zurich Cantonal Bank sold 19,074 Anaplan, Inc. shares in Q2 2022, an estimated $1.24M.
Zurich Cantonal Bank first reported a position in Anaplan, Inc. in Q4 2019 and held it in 10 quarters.
Zurich Cantonal Bank's Anaplan, Inc. position peaked at $2.54M in Q4 2020.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Zurich Cantonal Bank's 13F filing for Q2 2022, filed 9 Aug 2022.