AAM
PLAN

Advisors Asset Management’s Anaplan, Inc. PLAN Stock Holding History

Advisors Asset Management’s Portfolio PLAN Stock Details PLAN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,832
Closed -$249K – 1549
2022
Q1 		$249K Buy
3,832
+1,177
+44% +$76.5K ﹤0.01% 1179
2021
Q4 		$122K Buy
2,655
+1,796
+209% +$82.5K ﹤0.01% 1347
2021
Q3 		$52K Buy
+859
New +$52K ﹤0.01% 1369