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

Advisors Asset Management’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	-3,832	Closed	-$249K	–	1549
2022 Q1	$249K	Buy	3,832 +1,177	+44%	+$57.3K	﹤0.01%	1179
2021 Q4	$122K	Buy	2,655 +1,796	+209%	+$99K	﹤0.01%	1347
2021 Q3	$52K	Buy	+859	New	+$51.1K	﹤0.01%	1369

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

Advisors Asset Management's PLAN Position: Q2 2022 in Review

Advisors Asset Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 3,832 shares — an estimated $249K sold.

Advisors Asset Management first reported a position in PLAN in Q3 2021 and held it in 3 quarters. The position peaked at $249K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Advisors Asset Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Advisors Asset Management sold 3,832 Anaplan, Inc. shares in Q2 2022, an estimated $249K.
Advisors Asset Management first reported a position in Anaplan, Inc. in Q3 2021 and held it in 3 quarters.
Advisors Asset Management's Anaplan, Inc. position peaked at $249K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Advisors Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.