AWA
PLAN

Aaron Wealth Advisors’s Anaplan, Inc. PLAN Stock Holding History

Aaron Wealth Advisors’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
-15,351
Closed -$236K – 926
2022
Q1 		$236K Buy
+15,351
New +$748K ﹤0.01% 740

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Aaron Wealth Advisors's PLAN Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 15,351 shares — an estimated $236K sold.

Aaron Wealth Advisors first reported a position in PLAN in Q1 2022 and held it in 1 quarter. The position peaked at $236K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 15,351 Anaplan, Inc. shares in Q2 2022, an estimated $236K.
  • Aaron Wealth Advisors first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Anaplan, Inc. position peaked at $236K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.